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

SageOak 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
2025 Q1	–	Sell	-15,982	Closed	-$382K	–	35
2024 Q4	$382K	Buy	+15,982	New	+$380K	0.35%	36

Other funds holding BUFZ

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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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

SageOak Financial's BUFZ Position: Q1 2025 in Review

SageOak Financial sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q1 2025, closing a stake of 15,982 shares — an estimated $382K sold.

SageOak Financial first reported a position in BUFZ in Q4 2024 and held it in 1 quarter. The position peaked at $382K in Q4 2024. 88 funds tracked by Wall St. Rank hold BUFZ as of Q1 2025.

SageOak Financial reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q1 2025 after selling out during the quarter.
SageOak Financial sold 15,982 FT Vest Laddered Moderate Buffer ETF shares in Q1 2025, an estimated $382K.
SageOak Financial first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and held it in 1 quarter.
SageOak Financial's FT Vest Laddered Moderate Buffer ETF position peaked at $382K in Q4 2024.
88 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2025.

Based on SageOak Financial's 13F filing for Q1 2025, filed 2 May 2025.