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 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 $463M AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

World Equity Group's BUFS Position: Q2 2026 in Review

World Equity Group increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 0.03% in Q2 2026, buying an estimated $487 and bringing the position to 57,634 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #65.

World Equity Group first reported a position in BUFS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q1 2025. 7 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

World Equity Group held 57,634 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.45M as of Q2 2026.
World Equity Group bought 20 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $487.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.32% of World Equity Group's portfolio in Q2 2026, its #65 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 8 quarters since.
World Equity Group's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $1.81M in Q1 2025.
7 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.