Richmond Investment Services’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Richmond Investment Services’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	$4.76M	Sell	170,429 -134,537	-44%	-$3.7M	1.51%	17
2026 Q1	$8.01M	Buy	304,966 +25,378	+9%	+$674K	1.29%	18
2025 Q4	$7.42M	Buy	279,588 +29,652	+12%	+$776K	1.28%	18
2025 Q3	$6.47M	Buy	249,936 +4,084	+2%	+$104K	1.2%	19
2025 Q2	$6.13M	Buy	245,852 +125,717	+105%	+$2.99M	1.29%	15
2025 Q1	$2.82M	Buy	+120,135	New	+$2.88M	1.53%	15

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 22.96% 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

Richmond Investment Services's BUFZ Position: Q2 2026 in Review

Richmond Investment Services reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 44% in Q2 2026, selling an estimated $3.7M and leaving 170,429 shares worth $4.76M. The position accounts for 1.51% of the portfolio, ranked #17.

Richmond Investment Services first reported a position in BUFZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.01M in Q1 2026. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Richmond Investment Services held 170,429 shares of FT Vest Laddered Moderate Buffer ETF worth $4.76M as of Q2 2026.
Richmond Investment Services sold 134,537 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $3.7M.
FT Vest Laddered Moderate Buffer ETF made up 1.51% of Richmond Investment Services's portfolio in Q2 2026, its #17 holding.
Richmond Investment Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 6 quarters since.
Richmond Investment Services's FT Vest Laddered Moderate Buffer ETF position peaked at $8.01M in Q1 2026.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.