NWMG
BUFY

National Wealth Management Group’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

National Wealth Management Group’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 		$315K Buy
13,451
+4,235
+46% +$97.9K 0.1% 166
2026
Q1 		$206K Buy
+9,216
New +$208K 0.08% 209

Other funds holding BUFY

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

National Wealth Management Group's BUFY Position: Q2 2026 in Review

National Wealth Management Group increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 46% in Q2 2026, buying an estimated $97.9K and bringing the position to 13,451 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #166.

National Wealth Management Group first reported a position in BUFY in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

  • National Wealth Management Group held 13,451 shares of FT Vest Laddered International Moderate Buffer ETF worth $315K as of Q2 2026.
  • National Wealth Management Group bought 4,235 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $97.9K.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #166 holding.
  • National Wealth Management Group first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.