Western Wealth Management’s FT Vest Laddered Enhance & Moderate Buffer ETF BUFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	60,894 -49	-0.1%	-$1.07K	0.04%	397
2026 Q1	$1.29M	Buy	+60,943	New	+$1.3M	0.05%	368

Other funds holding BUFX

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM

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

Western Wealth Management reduced its FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX) stake by 0.08% in Q2 2026, selling an estimated $1.07K and leaving 60,894 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #397.

Western Wealth Management first reported a position in BUFX in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BUFX as of Q2 2026.

Western Wealth Management held 60,894 shares of FT Vest Laddered Enhance & Moderate Buffer ETF worth $1.35M as of Q2 2026.
Western Wealth Management sold 49 FT Vest Laddered Enhance & Moderate Buffer ETF shares in Q2 2026, an estimated $1.07K.
FT Vest Laddered Enhance & Moderate Buffer ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #397 holding.
Western Wealth Management first reported a position in FT Vest Laddered Enhance & Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held FT Vest Laddered Enhance & Moderate Buffer ETF as of Q2 2026.

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