NewEdge Wealth’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

NewEdge Wealth’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 Q2	$496K	Sell	19,787 -219	-1%	-$5.33K	0.01%	861
2026 Q1	$461K	Buy	+20,006	New	+$466K	0.01%	837
2025 Q3	–	Sell	-15,259	Closed	-$324K	–	1068
2025 Q2	$324K	Buy	+15,259	New	+$310K	0.01%	812

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

NewEdge Wealth's BUFS Position: Q2 2026 in Review

NewEdge Wealth reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 1.1% in Q2 2026, selling an estimated $5.33K and leaving 19,787 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #861.

NewEdge Wealth first reported a position in BUFS in Q2 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

NewEdge Wealth held 19,787 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $496K as of Q2 2026.
NewEdge Wealth sold 219 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $5.33K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #861 holding.
NewEdge Wealth first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q2 2025 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.