Tradition Wealth Management’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

Tradition Wealth Management’s Portfolio BUFY Stock Details BUFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$412K	Buy	18,397 +6,549	+55%	+$148K	0.03%	322
2025 Q4	$264K	Buy	11,848 +1,800	+18%	+$39.4K	0.02%	411
2025 Q3	$218K	Buy	+10,048	New	+$214K	0.02%	443

Other funds holding BUFY

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

ASN

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AIA

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Tradition Wealth Management's BUFY Position: Q1 2026 in Review

Tradition Wealth Management increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 55% in Q1 2026, buying an estimated $148K and bringing the position to 18,397 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #322.

Tradition Wealth Management first reported a position in BUFY in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

Tradition Wealth Management held 18,397 shares of FT Vest Laddered International Moderate Buffer ETF worth $412K as of Q1 2026.
Tradition Wealth Management bought 6,549 FT Vest Laddered International Moderate Buffer ETF shares in Q1 2026, an estimated $148K.
FT Vest Laddered International Moderate Buffer ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #322 holding.
Tradition Wealth Management first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2025 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.