Nvest Financial’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Nvest Financial’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 Q1	$954K	Hold	36,298	–	–	0.36%	65
2025 Q4	$963K	Buy	36,298 +9,650	+36%	+$252K	0.4%	57
2025 Q3	$690K	Sell	26,648 -14,650	-35%	-$373K	0.4%	58
2025 Q2	$1.03M	Sell	41,298 -6,247	-13%	-$149K	0.54%	45
2025 Q1	$1.12M	Hold	47,545	–	–	0.6%	41
2024 Q4	$1.14M	Buy	+47,545	New	+$1.13M	0.58%	50

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Nvest Financial's BUFZ Position: Q1 2026 in Review

Nvest Financial held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q1 2026 at 36,298 shares worth $954K. The position accounts for 0.36% of the portfolio, ranked #65.

Nvest Financial first reported a position in BUFZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2024. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Nvest Financial held 36,298 shares of FT Vest Laddered Moderate Buffer ETF worth $954K as of Q1 2026.
Nvest Financial left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q1 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.36% of Nvest Financial's portfolio in Q1 2026, its #65 holding.
Nvest Financial first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
Nvest Financial's FT Vest Laddered Moderate Buffer ETF position peaked at $1.14M in Q4 2024.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.