NBC Securities’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

NBC Securities’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$149K	Hold	5,336	–	–	0.01%	950
2026 Q1	$140K	Sell	5,336 -2,145	-29%	-$57K	0.01%	967
2025 Q4	$198K	Hold	7,481	–	–	0.01%	845
2025 Q3	$194K	Hold	7,481	–	–	0.01%	858
2025 Q2	$186K	Hold	7,481	–	–	0.02%	859
2025 Q1	$175K	Buy	7,481 +7,474	+106,771%	+$179K	0.01%	828
2024 Q4	$178	Sell	7 -6,416	-100%	-$153K	0.02%	788
2024 Q3	$151K	Buy	+6,423	New	+$148K	0.01%	872

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

NBC Securities's BUFZ Position: Q2 2026 in Review

NBC Securities held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q2 2026 at 5,336 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #950.

NBC Securities first reported a position in BUFZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $198K in Q4 2025. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

NBC Securities held 5,336 shares of FT Vest Laddered Moderate Buffer ETF worth $149K as of Q2 2026.
NBC Securities left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #950 holding.
NBC Securities first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
NBC Securities's FT Vest Laddered Moderate Buffer ETF position peaked at $198K in Q4 2025.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.