Summit Financial’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Summit Financial’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 Q2	$3.68M	Buy	+131,644	New	+$3.62M	0.04%	431

Other funds holding BUFZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Financial's BUFZ Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 131,644 shares worth $3.68M. The stake represents 0.04% of the portfolio and ranks #431 among its holdings.

141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Summit Financial held 131,644 shares of FT Vest Laddered Moderate Buffer ETF worth $3.68M as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new Summit Financial position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #431 holding.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.