World Equity Group’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

World Equity Group’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	$471K	Sell	19,088 -38,546	-67%	-$969K	0.19%	119
2026 Q2	$1.45M	Buy	57,634 +20	+0%	+$487	0.32%	65
2026 Q1	$1.33M	Buy	57,614 +2,390	+4%	+$55.7K	0.34%	61
2025 Q4	$1.26M	Buy	55,224 +1,960	+4%	+$44.4K	0.35%	60
2025 Q3	$1.2M	Buy	53,264 +2,993	+6%	+$65.1K	0.27%	82
2025 Q2	$1.06M	Sell	50,271 -38,874	-44%	-$789K	0.29%	76
2025 Q1	$1.81M	Buy	89,145 +6,274	+8%	+$133K	0.52%	44
2024 Q4	$1.77M	Buy	82,871 +58,198	+236%	+$1.25M	0.38%	57
2024 Q3	$521K	Buy	+24,673	New	+$509K	0.19%	123

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

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

Winnow Wealth Waco, Texas $151M AUM 17.14% 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

World Equity Group's BUFS Position: Q3 2026 in Review

World Equity Group reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 67% in Q3 2026, selling an estimated $969K and leaving 19,088 shares worth $471K. The position accounts for 0.19% of the portfolio, ranked #119.

World Equity Group first reported a position in BUFS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2025. 11 funds tracked by Wall St. Rank hold BUFS as of Q3 2026.

World Equity Group held 19,088 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $471K as of Q3 2026.
World Equity Group sold 38,546 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q3 2026, an estimated $969K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.19% of World Equity Group's portfolio in Q3 2026, its #119 holding.
World Equity Group first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2024 and has held it in 9 quarters since.
World Equity Group's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $1.81M in Q1 2025.
11 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.