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 Q1	$400K	Buy	+17,335	New	+$404K	0.31%	90

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Winnow Wealth's BUFS Position: Q1 2026 in Review

Winnow Wealth opened a new position in FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q1 2026: 17,335 shares worth $400K. The stake represents 0.31% of the portfolio and ranks #90 among its holdings.

50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

Winnow Wealth held 17,335 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $400K as of Q1 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF was a new Winnow Wealth position in Q1 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.31% of Winnow Wealth's portfolio in Q1 2026, its #90 holding.
50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.