Western Wealth Management’s FT Vest Laddered Max Buffer ETF BUFH Stock Holding History

Western Wealth Management’s Portfolio BUFH Stock Details BUFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Sell	91,594 -8,026	-8%	-$170K	0.06%	304
2026 Q1	$2.07M	Buy	+99,620	New	+$2.08M	0.08%	274

Other funds holding BUFH

Macro Advisors York, Pennsylvania $314M AUM

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Western Wealth Management's BUFH Position: Q2 2026 in Review

Western Wealth Management reduced its FT Vest Laddered Max Buffer ETF (BUFH) stake by 8.1% in Q2 2026, selling an estimated $170K and leaving 91,594 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #304.

Western Wealth Management first reported a position in BUFH in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.07M in Q1 2026. 22 funds tracked by Wall St. Rank hold BUFH as of Q2 2026.

Western Wealth Management held 91,594 shares of FT Vest Laddered Max Buffer ETF worth $1.96M as of Q2 2026.
Western Wealth Management sold 8,026 FT Vest Laddered Max Buffer ETF shares in Q2 2026, an estimated $170K.
FT Vest Laddered Max Buffer ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #304 holding.
Western Wealth Management first reported a position in FT Vest Laddered Max Buffer ETF in Q1 2026 and has held it in 2 quarters since.
Western Wealth Management's FT Vest Laddered Max Buffer ETF position peaked at $2.07M in Q1 2026.
22 funds tracked by Wall St. Rank held FT Vest Laddered Max Buffer ETF as of Q2 2026.

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