Sigma Planning Corp’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Sigma Planning Corp’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	$811K	Buy	29,019 +20,651	+247%	+$568K	0.02%	692
2026 Q1	$220K	Sell	8,368 -10,443	-56%	-$277K	0.01%	1194
2025 Q4	$199K	Buy	18,811 +6,308	+50%	+$165K	0.01%	1227
2025 Q3	$324K	Sell	12,503 -4,397	-26%	-$112K	0.01%	1005
2025 Q2	$421K	Sell	16,900 -54,504	-76%	-$1.3M	0.01%	850
2025 Q1	$1.68M	Buy	+71,404	New	+$1.71M	0.05%	329

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Sigma Planning Corp's BUFZ Position: Q2 2026 in Review

Sigma Planning Corp increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 247% in Q2 2026, buying an estimated $568K and bringing the position to 29,019 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #692.

Sigma Planning Corp first reported a position in BUFZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q1 2025. 89 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Sigma Planning Corp held 29,019 shares of FT Vest Laddered Moderate Buffer ETF worth $811K as of Q2 2026.
Sigma Planning Corp bought 20,651 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $568K.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #692 holding.
Sigma Planning Corp first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 6 quarters since.
Sigma Planning Corp's FT Vest Laddered Moderate Buffer ETF position peaked at $1.68M in Q1 2025.
89 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.