MBE Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

MBE Wealth Management’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Buy	+10,593	New	+$291K	0.1%	126

Other funds holding BUFZ

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

MBE Wealth Management's BUFZ Position: Q2 2026 in Review

MBE Wealth Management opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 10,593 shares worth $296K. The stake represents 0.1% of the portfolio and ranks #126 among its holdings.

58 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

MBE Wealth Management held 10,593 shares of FT Vest Laddered Moderate Buffer ETF worth $296K as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new MBE Wealth Management position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.1% of MBE Wealth Management's portfolio in Q2 2026, its #126 holding.
58 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.