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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$347K Hold
13,200
0.01% 495
2025
Q4
$350K Buy
+13,200
New +$345K 0.01% 479
2025
Q3
Sell
-10,200
Closed -$254K 337
2025
Q2
$254K Hold
10,200
0.02% 322
2025
Q1
$240K Buy
+10,200
New +$245K 0.02% 274

Other funds holding BUFZ

WCG Wealth Advisors's BUFZ Position: Q1 2026 in Review

WCG Wealth Advisors held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q1 2026 at 13,200 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #495.

WCG Wealth Advisors first reported a position in BUFZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $350K in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • WCG Wealth Advisors held 13,200 shares of FT Vest Laddered Moderate Buffer ETF worth $347K as of Q1 2026.
  • WCG Wealth Advisors left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q1 2026.
  • FT Vest Laddered Moderate Buffer ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #495 holding.
  • WCG Wealth Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $350K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.