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 Q2	$330K	Hold	11,805	–	–	0.08%	126
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 $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

Valtinson Bruner Financial Planning's BUFZ Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q2 2026 at 11,805 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #126.

Valtinson Bruner Financial Planning first reported a position in BUFZ in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Valtinson Bruner Financial Planning held 11,805 shares of FT Vest Laddered Moderate Buffer ETF worth $330K as of Q2 2026.
Valtinson Bruner Financial Planning left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #126 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.