Simplicity Wealth’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

Simplicity Wealth’s Portfolio BUFY Stock Details BUFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.83M	Buy	119,095 +3,278	+3%	+$78K	0.08%	236
2026 Q2	$2.71M	Sell	115,817 -1,816	-2%	-$42K	0.09%	216
2026 Q1	$2.63M	Buy	117,633 +10,650	+10%	+$241K	0.15%	143
2025 Q4	$2.38M	Buy	106,983 +5,520	+5%	+$121K	0.14%	158
2025 Q3	$2.2M	Buy	+101,463	New	+$2.16M	0.13%	173

Other funds holding BUFY

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vima LLC Troy, Michigan $97.9M AUM

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Simplicity Wealth's BUFY Position: Q3 2026 in Review

Simplicity Wealth increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 2.8% in Q3 2026, buying an estimated $78K and bringing the position to 119,095 shares worth $2.83M. The position accounts for 0.08% of the portfolio, ranked #236.

Simplicity Wealth first reported a position in BUFY in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold BUFY as of Q3 2026.

Simplicity Wealth held 119,095 shares of FT Vest Laddered International Moderate Buffer ETF worth $2.83M as of Q3 2026.
Simplicity Wealth bought 3,278 FT Vest Laddered International Moderate Buffer ETF shares in Q3 2026, an estimated $78K.
FT Vest Laddered International Moderate Buffer ETF made up 0.08% of Simplicity Wealth's portfolio in Q3 2026, its #236 holding.
Simplicity Wealth first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.