Raymond James Financial’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Raymond James Financial’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	$77.4M	Sell	2,947,016 -40,273	-1%	-$1.07M	0.02%	623
2025 Q4	$79.3M	Buy	2,987,289 +697,512	+30%	+$18.2M	0.02%	604
2025 Q3	$59.3M	Buy	2,289,777 +69,582	+3%	+$1.77M	0.02%	706
2025 Q2	$55.3M	Buy	2,220,195 +590,572	+36%	+$14.1M	0.02%	708
2025 Q1	$38.3M	Buy	1,629,623 +576,580	+55%	+$13.8M	0.01%	868
2024 Q4	$25.2M	Buy	+1,053,043	New	+$25.1M	0.01%	1145

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $79.5B AUM 27.1% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial's BUFZ Position: Q1 2026 in Review

Raymond James Financial reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 1.3% in Q1 2026, selling an estimated $1.07M and leaving 2,947,016 shares worth $77.4M. The position accounts for 0.02% of the portfolio, ranked #623.

Raymond James Financial first reported a position in BUFZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $79.3M in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Raymond James Financial held 2,947,016 shares of FT Vest Laddered Moderate Buffer ETF worth $77.4M as of Q1 2026.
Raymond James Financial sold 40,273 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $1.07M.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #623 holding.
Raymond James Financial first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's FT Vest Laddered Moderate Buffer ETF position peaked at $79.3M in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.