NWM
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Nova Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Nova Wealth Management’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
2025
Q2 		– Sell
-910
Closed -$21.4K – 757
2025
Q1 		$21.4K Buy
+910
New +$21.8K 0.02% 284

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CAS
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Envestnet Asset Management
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KAS
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Commonwealth Equity Services
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Carson Wealth (CWM LLC)
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GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Nova Wealth Management's BUFZ Position: Q2 2025 in Review

Nova Wealth Management sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2025, closing a stake of 910 shares — an estimated $21.4K sold.

Nova Wealth Management first reported a position in BUFZ in Q1 2025 and held it in 1 quarter. The position peaked at $21.4K in Q1 2025. 100 funds tracked by Wall St. Rank hold BUFZ as of Q2 2025.

  • Nova Wealth Management reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2025 after selling out during the quarter.
  • Nova Wealth Management sold 910 FT Vest Laddered Moderate Buffer ETF shares in Q2 2025, an estimated $21.4K.
  • Nova Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and held it in 1 quarter.
  • Nova Wealth Management's FT Vest Laddered Moderate Buffer ETF position peaked at $21.4K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2025.

Based on Nova Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.