Moneta Group Investment Advisors’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Moneta Group Investment Advisors’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	–	Sell	-10,391	Closed	-$240K	–	919
2026 Q1	$240K	Sell	10,391 -577	-5%	-$13.4K	﹤0.01%	711
2025 Q4	$251K	Sell	10,968 -1,294	-11%	-$29.3K	﹤0.01%	690
2025 Q3	$276K	Buy	+12,262	New	+$267K	﹤0.01%	649

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Moneta Group Investment Advisors's BUFS Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q2 2026, closing a stake of 10,391 shares — an estimated $240K sold.

Moneta Group Investment Advisors first reported a position in BUFS in Q3 2025 and held it in 3 quarters. The position peaked at $276K in Q3 2025. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

Moneta Group Investment Advisors reported no remaining FT Vest Laddered Small Cap Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,391 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $240K.
Moneta Group Investment Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2025 and held it in 3 quarters.
Moneta Group Investment Advisors's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $276K in Q3 2025.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.