World Equity Group’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

World Equity Group’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Sell	39,757 -1,125	-3%	-$30.9K	0.25%	88
2026 Q1	$1.07M	Sell	40,882 -238	-0.6%	-$6.32K	0.28%	83
2025 Q4	$1.09M	Sell	41,120 -10,658	-21%	-$279K	0.3%	74
2025 Q3	$1.34M	Buy	51,778 +2,448	+5%	+$62.2K	0.3%	74
2025 Q2	$1.23M	Sell	49,330 -3,573	-7%	-$85K	0.34%	63
2025 Q1	$1.24M	Sell	52,903 -3,734	-7%	-$89.7K	0.36%	66
2024 Q4	$1.35M	Sell	56,637 -46,030	-45%	-$1.1M	0.29%	74
2024 Q3	$2.42M	Sell	102,667 -8,070	-7%	-$186K	0.87%	25
2024 Q2	$2.53M	Buy	110,737 +687	+0.6%	+$15.4K	0.75%	28
2024 Q1	$2.45M	Buy	+110,050	New	+$2.4M	0.5%	49

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

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

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

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

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

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

World Equity Group reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 2.8% in Q2 2026, selling an estimated $30.9K and leaving 39,757 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #88.

World Equity Group first reported a position in BUFZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.53M in Q2 2024. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

World Equity Group held 39,757 shares of FT Vest Laddered Moderate Buffer ETF worth $1.11M as of Q2 2026.
World Equity Group sold 1,125 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $30.9K.
FT Vest Laddered Moderate Buffer ETF made up 0.25% of World Equity Group's portfolio in Q2 2026, its #88 holding.
World Equity Group first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and has held it in 10 quarters since.
World Equity Group's FT Vest Laddered Moderate Buffer ETF position peaked at $2.53M in Q2 2024.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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