Prime Capital Investment Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Prime Capital Investment Advisors’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 Q1	$670K	Sell	25,510 -2,806	-10%	-$74.5K	0.01%	603
2025 Q4	$751K	Buy	+28,316	New	+$741K	0.01%	555

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors's BUFZ Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 9.9% in Q1 2026, selling an estimated $74.5K and leaving 25,510 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #603.

Prime Capital Investment Advisors first reported a position in BUFZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $751K in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Prime Capital Investment Advisors held 25,510 shares of FT Vest Laddered Moderate Buffer ETF worth $670K as of Q1 2026.
Prime Capital Investment Advisors sold 2,806 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $74.5K.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #603 holding.
Prime Capital Investment Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 2 quarters since.
Prime Capital Investment Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $751K in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.