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

WCG 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	$285K	Sell	10,200 -3,000	-23%	-$82.5K	0.01%	537
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

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

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

WCG Wealth Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 23% in Q2 2026, selling an estimated $82.5K and leaving 10,200 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #537.

WCG Wealth Advisors first reported a position in BUFZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $350K in Q4 2025. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

WCG Wealth Advisors held 10,200 shares of FT Vest Laddered Moderate Buffer ETF worth $285K as of Q2 2026.
WCG Wealth Advisors sold 3,000 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $82.5K.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #537 holding.
WCG Wealth Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
WCG Wealth Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $350K in Q4 2025.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.