Prosperity Financial Group’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Prosperity Financial Group’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	$1.76M	Sell	63,174 -8,085	-11%	-$222K	0.55%	50
2026 Q1	$1.87M	Buy	71,259 +5,319	+8%	+$141K	0.69%	40
2025 Q4	$1.75M	Buy	65,940 +6,588	+11%	+$172K	0.63%	44
2025 Q3	$1.54M	Buy	59,352 +4,352	+8%	+$111K	0.56%	54
2025 Q2	$1.37M	Buy	+55,000	New	+$1.31M	0.58%	51

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

Prosperity Financial Group's BUFZ Position: Q2 2026 in Review

Prosperity Financial Group reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 11% in Q2 2026, selling an estimated $222K and leaving 63,174 shares worth $1.76M. The position accounts for 0.55% of the portfolio, ranked #50.

Prosperity Financial Group first reported a position in BUFZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q1 2026. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Prosperity Financial Group held 63,174 shares of FT Vest Laddered Moderate Buffer ETF worth $1.76M as of Q2 2026.
Prosperity Financial Group sold 8,085 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $222K.
FT Vest Laddered Moderate Buffer ETF made up 0.55% of Prosperity Financial Group's portfolio in Q2 2026, its #50 holding.
Prosperity Financial Group first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2025 and has held it in 5 quarters since.
Prosperity Financial Group's FT Vest Laddered Moderate Buffer ETF position peaked at $1.87M in Q1 2026.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.