SW
BUFY

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Simplicity Wealth's BUFY Position: Q1 2026 in Review

Simplicity Wealth increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 10% in Q1 2026, buying an estimated $241K and bringing the position to 117,633 shares worth $2.63M. The position accounts for 0.15% of the portfolio, ranked #143.

Simplicity Wealth first reported a position in BUFY in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

  • Simplicity Wealth held 117,633 shares of FT Vest Laddered International Moderate Buffer ETF worth $2.63M as of Q1 2026.
  • Simplicity Wealth bought 10,650 FT Vest Laddered International Moderate Buffer ETF shares in Q1 2026, an estimated $241K.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #143 holding.
  • Simplicity Wealth first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.