SFPG
BUFX

Stonebridge Financial Planning Group’s FT Vest Laddered Enhance & Moderate Buffer ETF BUFX Stock Holding History

Stonebridge Financial Planning Group’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 		$219K Sell
9,879
-103
-1% -$2.26K 0.07% 176
2026
Q1 		$211K Buy
+9,982
New +$212K 0.08% 166

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 40.91% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM

Stonebridge Financial Planning Group's BUFX Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX) stake by 1% in Q2 2026, selling an estimated $2.26K and leaving 9,879 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #176.

Stonebridge Financial Planning Group first reported a position in BUFX in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BUFX as of Q2 2026.

  • Stonebridge Financial Planning Group held 9,879 shares of FT Vest Laddered Enhance & Moderate Buffer ETF worth $219K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 103 FT Vest Laddered Enhance & Moderate Buffer ETF shares in Q2 2026, an estimated $2.26K.
  • FT Vest Laddered Enhance & Moderate Buffer ETF made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #176 holding.
  • Stonebridge Financial Planning Group first reported a position in FT Vest Laddered Enhance & Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held FT Vest Laddered Enhance & Moderate Buffer ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.