O'Shaughnessy Asset Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

O'Shaughnessy Asset Management’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 Q2	–	Sell	-96	Closed	-$2.52K	–	2646
2026 Q1	$2.52K	Hold	96	–	–	﹤0.01%	2546
2025 Q4	$2.55K	Hold	96	–	–	﹤0.01%	2524
2025 Q3	$2.49K	Buy	+96	New	+$2.44K	﹤0.01%	2458

Other funds holding BUFZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

O'Shaughnessy Asset Management's BUFZ Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026, closing a stake of 96 shares — an estimated $2.52K sold.

O'Shaughnessy Asset Management first reported a position in BUFZ in Q3 2025 and held it in 3 quarters. The position peaked at $2.55K in Q4 2025. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

O'Shaughnessy Asset Management reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 96 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $2.52K.
O'Shaughnessy Asset Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and held it in 3 quarters.
O'Shaughnessy Asset Management's FT Vest Laddered Moderate Buffer ETF position peaked at $2.55K in Q4 2025.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.