LPL Financial’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

LPL Financial’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$467K	Buy	+18,616	New	+$453K	﹤0.01%	5083

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

LPL Financial's BUFS Position: Q2 2026 in Review

LPL Financial opened a new position in FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q2 2026: 18,616 shares worth $467K. The stake represents ﹤0.01% of the portfolio and ranks #5083 among its holdings.

48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

LPL Financial held 18,616 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $467K as of Q2 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF was a new LPL Financial position in Q2 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5083 holding.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.