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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Simplicity Wealth's BUFY Position: Q2 2026 in Review

Simplicity Wealth reduced its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 1.5% in Q2 2026, selling an estimated $42K and leaving 115,817 shares worth $2.71M. The position accounts for 0.09% of the portfolio, ranked #216.

Simplicity Wealth first reported a position in BUFY in Q3 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

Simplicity Wealth held 115,817 shares of FT Vest Laddered International Moderate Buffer ETF worth $2.71M as of Q2 2026.
Simplicity Wealth sold 1,816 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $42K.
FT Vest Laddered International Moderate Buffer ETF made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #216 holding.
Simplicity Wealth first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
62 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.