Truist Financial’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Truist Financial’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	$23.9M	Buy	856,887 +98,953	+13%	+$2.72M	0.03%	391
2026 Q1	$19.9M	Buy	757,934 +45,511	+6%	+$1.21M	0.03%	410
2025 Q4	$18.9M	Buy	712,423 +166,734	+31%	+$4.36M	0.03%	425
2025 Q3	$14.1M	Buy	545,689 +52,819	+11%	+$1.34M	0.02%	504
2025 Q2	$12.3M	Buy	492,870 +35,895	+8%	+$854K	0.02%	529
2025 Q1	$10.7M	Buy	456,975 +90,102	+25%	+$2.16M	0.02%	540
2024 Q4	$8.76M	Buy	+366,873	New	+$8.73M	0.01%	620

Other funds holding BUFZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

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

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

Truist Financial's BUFZ Position: Q2 2026 in Review

Truist Financial increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 13% in Q2 2026, buying an estimated $2.72M and bringing the position to 856,887 shares worth $23.9M. The position accounts for 0.03% of the portfolio, ranked #391.

Truist Financial first reported a position in BUFZ in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Truist Financial held 856,887 shares of FT Vest Laddered Moderate Buffer ETF worth $23.9M as of Q2 2026.
Truist Financial bought 98,953 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $2.72M.
FT Vest Laddered Moderate Buffer ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #391 holding.
Truist Financial first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.