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 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 $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

Richmond Investment Services's BUFZ Position: Q1 2026 in Review

Richmond Investment Services increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 9.1% in Q1 2026, buying an estimated $674K and bringing the position to 304,966 shares worth $8.01M. The position accounts for 1.29% of the portfolio, ranked #18.

Richmond Investment Services first reported a position in BUFZ in Q1 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Richmond Investment Services held 304,966 shares of FT Vest Laddered Moderate Buffer ETF worth $8.01M as of Q1 2026.
Richmond Investment Services bought 25,378 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $674K.
FT Vest Laddered Moderate Buffer ETF made up 1.29% of Richmond Investment Services's portfolio in Q1 2026, its #18 holding.
Richmond Investment Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.