Tradition Wealth Management’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Tradition Wealth 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 Q2	$358K	Hold	14,260	–	–	0.02%	378
2026 Q1	$329K	Buy	14,260 +4,261	+43%	+$99.3K	0.02%	370
2025 Q4	$228K	Hold	9,999	–	–	0.02%	439
2025 Q3	$225K	Buy	+9,999	New	+$218K	0.02%	432

Other funds holding BUFS

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Tradition Wealth Management's BUFS Position: Q2 2026 in Review

Tradition Wealth Management held its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) position steady in Q2 2026 at 14,260 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #378.

Tradition Wealth Management first reported a position in BUFS in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

Tradition Wealth Management held 14,260 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $358K as of Q2 2026.
Tradition Wealth Management left its FT Vest Laddered Small Cap Moderate Buffer ETF share count unchanged in Q2 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #378 holding.
Tradition Wealth Management first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.