Winnow Wealth’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Winnow Wealth’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$357K	Sell	14,456 -5,220	-27%	-$131K	0.24%	110
2026 Q2	$494K	Buy	19,676 +2,341	+14%	+$57K	0.34%	90
2026 Q1	$400K	Buy	+17,335	New	+$404K	0.31%	90

Other funds holding BUFS

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Winnow Wealth's BUFS Position: Q3 2026 in Review

Winnow Wealth reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 27% in Q3 2026, selling an estimated $131K and leaving 14,456 shares worth $357K. The position accounts for 0.24% of the portfolio, ranked #110.

Winnow Wealth first reported a position in BUFS in Q1 2026 and has held it in 3 quarters since. The position peaked at $494K in Q2 2026. 11 funds tracked by Wall St. Rank hold BUFS as of Q3 2026.

Winnow Wealth held 14,456 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $357K as of Q3 2026.
Winnow Wealth sold 5,220 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q3 2026, an estimated $131K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.24% of Winnow Wealth's portfolio in Q3 2026, its #110 holding.
Winnow Wealth first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q1 2026 and has held it in 3 quarters since.
Winnow Wealth's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $494K in Q2 2026.
11 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.