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

Simplicity Wealth’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	$806K	Buy	28,842 +502	+2%	+$13.8K	0.03%	489
2026 Q1	$744K	Buy	28,340 +4,617	+19%	+$123K	0.04%	357
2025 Q4	$629K	Buy	23,723 +4,404	+23%	+$115K	0.04%	376
2025 Q3	$500K	Buy	+19,319	New	+$491K	0.03%	438

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Simplicity Wealth's BUFZ Position: Q2 2026 in Review

Simplicity Wealth increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 1.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 28,842 shares worth $806K. The position accounts for 0.03% of the portfolio, ranked #489.

Simplicity Wealth first reported a position in BUFZ in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Simplicity Wealth held 28,842 shares of FT Vest Laddered Moderate Buffer ETF worth $806K as of Q2 2026.
Simplicity Wealth bought 502 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $13.8K.
FT Vest Laddered Moderate Buffer ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #489 holding.
Simplicity Wealth first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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