Steward Partners Investment Advisory’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
Q2
$1.34M Buy
48,058
+7,064
+17% +$194K 0.01% 1116
2026
Q1
$1.08M Buy
40,994
+7,915
+24% +$210K 0.01% 1134
2025
Q4
$878K Buy
33,079
+16,999
+106% +$445K ﹤0.01% 1132
2025
Q3
$416K Buy
16,080
+8,979
+126% +$228K ﹤0.01% 1472
2025
Q2
$177K Sell
7,101
-13,063
-65% -$311K ﹤0.01% 1813
2025
Q1
$474K Buy
20,164
+6,039
+43% +$145K ﹤0.01% 1249
2024
Q4
$337K Buy
+14,125
New +$336K ﹤0.01% 1342

Other funds holding BUFZ

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

Steward Partners Investment Advisory increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 17% in Q2 2026, buying an estimated $194K and bringing the position to 48,058 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1116.

Steward Partners Investment Advisory first reported a position in BUFZ in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Steward Partners Investment Advisory held 48,058 shares of FT Vest Laddered Moderate Buffer ETF worth $1.34M as of Q2 2026.
  • Steward Partners Investment Advisory bought 7,064 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $194K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1116 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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