SAG
BUFS

SageView Advisory Group’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

SageView Advisory Group’s Portfolio BUFS Stock Details BUFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,688
Closed -$107K – 2522
2025
Q4 		$107K Buy
+4,688
New +$106K ﹤0.01% 808

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $1.03B AUM 34.9% 1-Year Est. Return

SageView Advisory Group's BUFS Position: Q1 2026 in Review

SageView Advisory Group sold out of FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q1 2026, closing a stake of 4,688 shares — an estimated $107K sold.

SageView Advisory Group first reported a position in BUFS in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • SageView Advisory Group reported no remaining FT Vest Laddered Small Cap Moderate Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,688 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $107K.
  • SageView Advisory Group first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $107K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.