MGIA
BUFS

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Moneta Group Investment Advisors's BUFS Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 5.3% in Q1 2026, selling an estimated $13.4K and leaving 10,391 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Moneta Group Investment Advisors first reported a position in BUFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q3 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • Moneta Group Investment Advisors held 10,391 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $240K as of Q1 2026.
  • Moneta Group Investment Advisors sold 577 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $13.4K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #711 holding.
  • Moneta Group Investment Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $276K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.