StoneX Group’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

StoneX Group’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 Q1	$2.05M	Sell	78,119 -15,308	-16%	-$407K	0.11%	147
2025 Q4	$2.48M	Buy	93,427 +6,549	+8%	+$171K	0.11%	152
2025 Q3	$2.25M	Buy	86,878 +9,734	+13%	+$248K	0.1%	179
2025 Q2	$1.92M	Sell	77,144 -9,139	-11%	-$217K	0.09%	183
2025 Q1	$2.03M	Buy	86,283 +15,222	+21%	+$365K	0.11%	172
2024 Q4	$1.7M	Buy	+71,061	New	+$1.69M	0.09%	193

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

StoneX Group's BUFZ Position: Q1 2026 in Review

StoneX Group reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 16% in Q1 2026, selling an estimated $407K and leaving 78,119 shares worth $2.05M. The position accounts for 0.11% of the portfolio, ranked #147.

StoneX Group first reported a position in BUFZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

StoneX Group held 78,119 shares of FT Vest Laddered Moderate Buffer ETF worth $2.05M as of Q1 2026.
StoneX Group sold 15,308 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $407K.
FT Vest Laddered Moderate Buffer ETF made up 0.11% of StoneX Group's portfolio in Q1 2026, its #147 holding.
StoneX Group first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
StoneX Group's FT Vest Laddered Moderate Buffer ETF position peaked at $2.48M in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.