Visionary Wealth Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Visionary Wealth 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	$2.53M	Sell	90,584 -4,951	-5%	-$136K	0.1%	186
2026 Q1	$2.51M	Sell	95,535 -3,809	-4%	-$101K	0.11%	178
2025 Q4	$2.64M	Buy	99,344 +10,334	+12%	+$270K	0.12%	166
2025 Q3	$2.31M	Buy	89,010 +5,388	+6%	+$137K	0.11%	180
2025 Q2	$2.08M	Buy	83,622 +44,477	+114%	+$1.06M	0.11%	187
2025 Q1	$920K	Buy	39,145 +5,989	+18%	+$144K	0.06%	269
2024 Q4	$792K	Buy	33,156 +3,983	+14%	+$94.8K	0.05%	290
2024 Q3	$687K	Buy	+29,173	New	+$673K	0.04%	303

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

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

Visionary Wealth Advisors's BUFZ Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 5.2% in Q2 2026, selling an estimated $136K and leaving 90,584 shares worth $2.53M. The position accounts for 0.1% of the portfolio, ranked #186.

Visionary Wealth Advisors first reported a position in BUFZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q4 2025. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Visionary Wealth Advisors held 90,584 shares of FT Vest Laddered Moderate Buffer ETF worth $2.53M as of Q2 2026.
Visionary Wealth Advisors sold 4,951 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $136K.
FT Vest Laddered Moderate Buffer ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #186 holding.
Visionary Wealth Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
Visionary Wealth Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $2.64M in Q4 2025.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.