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Merkkuri Wealth Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-617
Closed -$16.2K – 117
2026
Q1 		$16.2K Buy
+617
New +$16.4K 0.01% 193

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Osaic Holdings
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Merkkuri Wealth Advisors's BUFZ Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026, closing a stake of 617 shares — an estimated $16.2K sold.

Merkkuri Wealth Advisors first reported a position in BUFZ in Q1 2026 and held it in 1 quarter. The position peaked at $16.2K in Q1 2026. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 617 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $16.2K.
  • Merkkuri Wealth Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $16.2K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.