Valtinson Bruner Financial Planning’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Valtinson Bruner Financial Planning’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	$310K	Hold	11,805	–	–	0.09%	117
2025 Q4	$313K	Buy	+11,805	New	+$309K	0.09%	115

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

Valtinson Bruner Financial Planning's BUFZ Position: Q1 2026 in Review

Valtinson Bruner Financial Planning held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q1 2026 at 11,805 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #117.

Valtinson Bruner Financial Planning first reported a position in BUFZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $313K in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Valtinson Bruner Financial Planning held 11,805 shares of FT Vest Laddered Moderate Buffer ETF worth $310K as of Q1 2026.
Valtinson Bruner Financial Planning left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q1 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #117 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 2 quarters since.
Valtinson Bruner Financial Planning's FT Vest Laddered Moderate Buffer ETF position peaked at $313K in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.