Trilogy Capital’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Trilogy Capital’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	$563K	Buy	+20,166	New	+$554K	0.02%	258

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Trilogy Capital's BUFZ Position: Q2 2026 in Review

Trilogy Capital opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 20,166 shares worth $563K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

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

Trilogy Capital held 20,166 shares of FT Vest Laddered Moderate Buffer ETF worth $563K as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new Trilogy Capital position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #258 holding.
25 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.