Sunbelt Securities’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Sunbelt Securities’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	$1.4M	Sell	53,231 -14,953	-22%	-$397K	0.09%	195
2025 Q4	$1.81M	Sell	68,184 -735	-1%	-$19.2K	0.12%	145
2025 Q3	$1.79M	Buy	68,919 +9,605	+16%	+$244K	0.12%	141
2025 Q2	$1.42M	Sell	59,314 -2,890	-5%	-$68.8K	0.13%	154
2025 Q1	$1.46M	Buy	62,204 +2,890	+5%	+$69.4K	0.13%	135
2024 Q4	$1.42M	Buy	59,314 +7,476	+14%	+$178K	0.13%	154
2024 Q3	$1.22M	Buy	51,838 +14,453	+39%	+$333K	0.12%	178
2024 Q2	$853K	Buy	+37,385	New	+$838K	0.09%	219

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

Sunbelt Securities's BUFZ Position: Q1 2026 in Review

Sunbelt Securities reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 22% in Q1 2026, selling an estimated $397K and leaving 53,231 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #195.

Sunbelt Securities first reported a position in BUFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Sunbelt Securities held 53,231 shares of FT Vest Laddered Moderate Buffer ETF worth $1.4M as of Q1 2026.
Sunbelt Securities sold 14,953 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $397K.
FT Vest Laddered Moderate Buffer ETF made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #195 holding.
Sunbelt Securities first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and has held it in 8 quarters since.
Sunbelt Securities's FT Vest Laddered Moderate Buffer ETF position peaked at $1.81M in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.