Paragon Private Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.21M Buy
46,019
+9,304
+25% +$247K 0.38% 76
2025
Q4
$974K Sell
36,715
-2,670
-7% -$69.8K 0.3% 93
2025
Q3
$1.02M Buy
39,385
+1,914
+5% +$48.7K 0.33% 88
2025
Q2
$934K Buy
37,471
+3,707
+11% +$88.2K 0.37% 77
2025
Q1
$793K Buy
+33,764
New +$811K 0.37% 78

Other funds holding BUFZ

Paragon Private Wealth Management's BUFZ Position: Q1 2026 in Review

Paragon Private Wealth Management increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 25% in Q1 2026, buying an estimated $247K and bringing the position to 46,019 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #76.

Paragon Private Wealth Management first reported a position in BUFZ in Q1 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • Paragon Private Wealth Management held 46,019 shares of FT Vest Laddered Moderate Buffer ETF worth $1.21M as of Q1 2026.
  • Paragon Private Wealth Management bought 9,304 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $247K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.38% of Paragon Private Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Paragon Private Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.