Rise Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.7M Buy
706,069
+6,951
+1% +$191K 5.55% 7
2026
Q1
$18.4M Buy
699,118
+42,728
+7% +$1.13M 6.49% 5
2025
Q4
$17.4M Buy
656,390
+306,580
+88% +$8.02M 6.21% 5
2025
Q3
$9.06M Buy
349,810
+52,295
+18% +$1.33M 3.25% 8
2025
Q2
$7.42M Buy
297,515
+122,241
+70% +$2.91M 2.95% 7
2025
Q1
$4.12M Buy
+175,274
New +$4.21M 1.82% 9

Other funds holding BUFZ

Rise Advisors's BUFZ Position: Q2 2026 in Review

Rise Advisors increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 0.99% in Q2 2026, buying an estimated $191K and bringing the position to 706,069 shares worth $19.7M. The position accounts for 5.55% of the portfolio, ranked #7.

Rise Advisors first reported a position in BUFZ in Q1 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Rise Advisors held 706,069 shares of FT Vest Laddered Moderate Buffer ETF worth $19.7M as of Q2 2026.
  • Rise Advisors bought 6,951 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $191K.
  • FT Vest Laddered Moderate Buffer ETF made up 5.55% of Rise Advisors's portfolio in Q2 2026, its #7 holding.
  • Rise Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.