Synergy Asset Management’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Synergy Asset Management’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$602K	Sell	26,086 -4,294	-14%	-$100K	0.06%	141
2025 Q4	$694K	Sell	30,380 -58,663	-66%	-$1.33M	0.07%	113
2025 Q3	$1.92M	Buy	89,043 +60,098	+208%	+$1.31M	0.07%	134
2025 Q2	$609K	Sell	28,945 -4,998	-15%	-$101K	0.07%	112
2025 Q1	$687K	Buy	+33,943	New	+$719K	0.09%	104

Other funds holding BUFS

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Synergy Asset Management's BUFS Position: Q1 2026 in Review

Synergy Asset Management reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 14% in Q1 2026, selling an estimated $100K and leaving 26,086 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #141.

Synergy Asset Management first reported a position in BUFS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

Synergy Asset Management held 26,086 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $602K as of Q1 2026.
Synergy Asset Management sold 4,294 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $100K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.06% of Synergy Asset Management's portfolio in Q1 2026, its #141 holding.
Synergy Asset Management first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
Synergy Asset Management's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $1.92M in Q3 2025.
50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.