Precedent Wealth Partners’s FT Vest Laddered Max Buffer ETF BUFH Stock Holding History

Precedent Wealth Partners’s Portfolio BUFH Stock Details BUFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.92M	Sell	323,253 -12,199	-4%	-$259K	1.15%	20
2026 Q1	$6.98M	Buy	335,452 +321,985	+2,391%	+$6.73M	1.4%	16
2025 Q4	$281K	Buy	+13,467	New	+$279K	0.06%	154

Other funds holding BUFH

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Precedent Wealth Partners's BUFH Position: Q2 2026 in Review

Precedent Wealth Partners reduced its FT Vest Laddered Max Buffer ETF (BUFH) stake by 3.6% in Q2 2026, selling an estimated $259K and leaving 323,253 shares worth $6.92M. The position accounts for 1.15% of the portfolio, ranked #20.

Precedent Wealth Partners first reported a position in BUFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.98M in Q1 2026. 4 funds tracked by Wall St. Rank hold BUFH as of Q2 2026.

Precedent Wealth Partners held 323,253 shares of FT Vest Laddered Max Buffer ETF worth $6.92M as of Q2 2026.
Precedent Wealth Partners sold 12,199 FT Vest Laddered Max Buffer ETF shares in Q2 2026, an estimated $259K.
FT Vest Laddered Max Buffer ETF made up 1.15% of Precedent Wealth Partners's portfolio in Q2 2026, its #20 holding.
Precedent Wealth Partners first reported a position in FT Vest Laddered Max Buffer ETF in Q4 2025 and has held it in 3 quarters since.
Precedent Wealth Partners's FT Vest Laddered Max Buffer ETF position peaked at $6.98M in Q1 2026.
4 funds tracked by Wall St. Rank held FT Vest Laddered Max Buffer ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.