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
Q2 		– Sell
-11,091
Closed -$248K – 922
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of FT Vest Laddered International Moderate Buffer ETF (BUFY) in Q2 2026, closing a stake of 11,091 shares — an estimated $248K sold.

Moneta Group Investment Advisors first reported a position in BUFY in Q3 2025 and held it in 3 quarters. The position peaked at $330K in Q3 2025. 62 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining FT Vest Laddered International Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 11,091 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $248K.
  • Moneta Group Investment Advisors first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2025 and held it in 3 quarters.
  • Moneta Group Investment Advisors's FT Vest Laddered International Moderate Buffer ETF position peaked at $330K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

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