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OneDigital Investment Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-28,395
Closed -$735K – 1515
2025
Q3 		$735K Hold
28,395
– – 0.01% 769
2025
Q2 		$708K Buy
+28,395
New +$676K 0.01% 763

Other funds holding BUFZ

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

OneDigital Investment Advisors's BUFZ Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q4 2025, closing a stake of 28,395 shares — an estimated $735K sold.

OneDigital Investment Advisors first reported a position in BUFZ in Q2 2025 and held it in 2 quarters. The position peaked at $735K in Q3 2025. 121 funds tracked by Wall St. Rank hold BUFZ as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 28,395 FT Vest Laddered Moderate Buffer ETF shares in Q4 2025, an estimated $735K.
  • OneDigital Investment Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2025 and held it in 2 quarters.
  • OneDigital Investment Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $735K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.