United Capital Financial Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

United Capital Financial Advisors’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	$328K	Hold	11,770	–	–	﹤0.01%	1330
2026 Q1	$309K	Sell	11,770 -2,750	-19%	-$73K	﹤0.01%	1341
2025 Q4	$385K	Buy	14,520 +250	+2%	+$6.54K	﹤0.01%	1071
2025 Q3	$370K	Buy	14,270 +300	+2%	+$7.63K	﹤0.01%	956
2025 Q2	$348K	Hold	13,970	–	–	﹤0.01%	882
2025 Q1	$328K	Hold	13,970	–	–	﹤0.01%	865
2024 Q4	$334K	Hold	13,970	–	–	﹤0.01%	853
2024 Q3	$329K	Buy	+13,970	New	+$322K	﹤0.01%	844

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 22.9% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

United Capital Financial Advisors's BUFZ Position: Q2 2026 in Review

United Capital Financial Advisors held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q2 2026 at 11,770 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

United Capital Financial Advisors first reported a position in BUFZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2025. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

United Capital Financial Advisors held 11,770 shares of FT Vest Laddered Moderate Buffer ETF worth $328K as of Q2 2026.
United Capital Financial Advisors left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1330 holding.
United Capital Financial Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
United Capital Financial Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $385K in Q4 2025.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.