SPIA
BUFX

Steward Partners Investment Advisory’s FT Vest Laddered Enhance & Moderate Buffer ETF BUFX Stock Holding History

Steward Partners Investment Advisory’s Portfolio BUFX Stock Details BUFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$113K Buy
5,100
+3,000
+143% +$65.7K ﹤0.01% 2522
2026
Q1 		$44.3K Hold
2,100
– – ﹤0.01% 2853
2025
Q4 		$44.6K Buy
+2,100
New +$44.1K ﹤0.01% 2733

Other funds holding BUFX

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM

Steward Partners Investment Advisory's BUFX Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX) stake by 143% in Q2 2026, buying an estimated $65.7K and bringing the position to 5,100 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Steward Partners Investment Advisory first reported a position in BUFX in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold BUFX as of Q2 2026.

  • Steward Partners Investment Advisory held 5,100 shares of FT Vest Laddered Enhance & Moderate Buffer ETF worth $113K as of Q2 2026.
  • Steward Partners Investment Advisory bought 3,000 FT Vest Laddered Enhance & Moderate Buffer ETF shares in Q2 2026, an estimated $65.7K.
  • FT Vest Laddered Enhance & Moderate Buffer ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2522 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest Laddered Enhance & Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held FT Vest Laddered Enhance & Moderate Buffer ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.