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 Q3	$575K	Hold	20,166	–	–	0.02%	264
2026 Q2	$563K	Buy	+20,166	New	+$554K	0.02%	258

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

MAG

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

PPWM

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Trilogy Capital's BUFZ Position: Q3 2026 in Review

Trilogy Capital held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q3 2026 at 20,166 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #264.

Trilogy Capital first reported a position in BUFZ in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold BUFZ as of Q3 2026.

Trilogy Capital held 20,166 shares of FT Vest Laddered Moderate Buffer ETF worth $575K as of Q3 2026.
Trilogy Capital left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q3 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of Trilogy Capital's portfolio in Q3 2026, its #264 holding.
Trilogy Capital first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2026 and has held it in 2 quarters since.
34 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.