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
Q2 		$449K Buy
17,903
+463
+3% +$11.3K 0.02% 401
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 0.02% 354
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 $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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
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

OneAscent Financial Services's BUFS Position: Q2 2026 in Review

OneAscent Financial Services increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 2.7% in Q2 2026, buying an estimated $11.3K and bringing the position to 17,903 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #401.

OneAscent Financial Services first reported a position in BUFS in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

  • OneAscent Financial Services held 17,903 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $449K as of Q2 2026.
  • OneAscent Financial Services bought 463 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $11.3K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #401 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 7 quarters since.
  • 48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.