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 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 $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

United Capital Financial Advisors's BUFZ Position: Q1 2026 in Review

United Capital Financial Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 19% in Q1 2026, selling an estimated $73K and leaving 11,770 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

United Capital Financial Advisors first reported a position in BUFZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $385K in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

United Capital Financial Advisors held 11,770 shares of FT Vest Laddered Moderate Buffer ETF worth $309K as of Q1 2026.
United Capital Financial Advisors sold 2,750 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $73K.
FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1341 holding.
United Capital Financial Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 7 quarters since.
United Capital Financial Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $385K in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.