MGIA
BUFY

Moneta Group Investment Advisors’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

Moneta Group Investment Advisors’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Sell
11,091
-2,286
-17% -$51.7K ﹤0.01% 697
2025
Q4 		$298K Sell
13,377
-1,796
-12% -$39.3K ﹤0.01% 637
2025
Q3 		$330K Buy
+15,173
New +$324K ﹤0.01% 602

Other funds holding BUFY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Moneta Group Investment Advisors reduced its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 17% in Q1 2026, selling an estimated $51.7K and leaving 11,091 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Moneta Group Investment Advisors first reported a position in BUFY in Q3 2025 and has held it in 3 quarters since. The position peaked at $330K in Q3 2025. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

  • Moneta Group Investment Advisors held 11,091 shares of FT Vest Laddered International Moderate Buffer ETF worth $248K as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,286 FT Vest Laddered International Moderate Buffer ETF shares in Q1 2026, an estimated $51.7K.
  • FT Vest Laddered International Moderate Buffer ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #697 holding.
  • Moneta Group Investment Advisors first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's FT Vest Laddered International Moderate Buffer ETF position peaked at $330K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

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