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Orion Portfolio Solutions’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Orion Portfolio Solutions’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
Q1 		$233K Buy
9,900
+211
+2% +$5.07K ﹤0.01% 1743
2024
Q4 		$231K Hold
9,689
– – ﹤0.01% 1683
2024
Q3 		$228K Buy
+9,689
New +$224K ﹤0.01% 1654

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Orion Portfolio Solutions's BUFZ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 2.2% in Q1 2025, buying an estimated $5.07K and bringing the position to 9,900 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Orion Portfolio Solutions first reported a position in BUFZ in Q3 2024 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold BUFZ as of Q1 2025.

  • Orion Portfolio Solutions held 9,900 shares of FT Vest Laddered Moderate Buffer ETF worth $233K as of Q1 2025.
  • Orion Portfolio Solutions bought 211 FT Vest Laddered Moderate Buffer ETF shares in Q1 2025, an estimated $5.07K.
  • FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1743 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.