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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Simplicity Wealth's BUFZ Position: Q1 2026 in Review

Simplicity Wealth increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 19% in Q1 2026, buying an estimated $123K and bringing the position to 28,340 shares worth $744K. The position accounts for 0.04% of the portfolio, ranked #357.

Simplicity Wealth first reported a position in BUFZ in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • Simplicity Wealth held 28,340 shares of FT Vest Laddered Moderate Buffer ETF worth $744K as of Q1 2026.
  • Simplicity Wealth bought 4,617 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $123K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #357 holding.
  • Simplicity Wealth first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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