Pinnacle Financial Partners (Georgia)’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Pinnacle Financial Partners (Georgia)’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	$1.84M	Sell	65,704 -839	-1%	-$23.1K	0.01%	510
2026 Q1	$1.75M	Buy	66,543 +3,658	+6%	+$97.2K	0.01%	488
2025 Q4	$1.67M	Buy	+62,885	New	+$1.64M	0.01%	488

Other funds holding BUFZ

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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 22.96% 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

Pinnacle Financial Partners (Georgia)'s BUFZ Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 1.3% in Q2 2026, selling an estimated $23.1K and leaving 65,704 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #510.

Pinnacle Financial Partners (Georgia) first reported a position in BUFZ in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 65,704 shares of FT Vest Laddered Moderate Buffer ETF worth $1.84M as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 839 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $23.1K.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #510 holding.
Pinnacle Financial Partners (Georgia) first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.