OFS
BUFS

OneAscent Financial Services’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

OneAscent Financial Services’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
Q1 		$402K Buy
17,440
+1,192
+7% +$27.8K 0.02% 388
2025
Q4 		$371K Buy
16,248
+484
+3% +$11K 0.03% 303
2025
Q3 		$354K Buy
15,764
+11
+0.1% +$239 0.04% 280
2025
Q2 		$332K Sell
15,753
-2,373
-13% -$48.2K 0.02% 390
2025
Q1 		$367K Buy
18,126
+1,819
+11% +$38.5K 0.02% 385
2024
Q4 		$348K Buy
+16,307
New +$351K 0.03% 326

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

OneAscent Financial Services's BUFS Position: Q1 2026 in Review

OneAscent Financial Services increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 7.3% in Q1 2026, buying an estimated $27.8K and bringing the position to 17,440 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #388.

OneAscent Financial Services first reported a position in BUFS in Q4 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • OneAscent Financial Services held 17,440 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $402K as of Q1 2026.
  • OneAscent Financial Services bought 1,192 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $27.8K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #388 holding.
  • OneAscent Financial Services first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.