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 Q3	$336K	Sell	11,782 -27,975	-70%	-$791K	0.14%	157
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 12.65% 1-Year Est. Return

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

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

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

World Equity Group reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 70% in Q3 2026, selling an estimated $791K and leaving 11,782 shares worth $336K. The position accounts for 0.14% of the portfolio, ranked #157.

World Equity Group first reported a position in BUFZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.53M in Q2 2024. 47 funds tracked by Wall St. Rank hold BUFZ as of Q3 2026.

World Equity Group held 11,782 shares of FT Vest Laddered Moderate Buffer ETF worth $336K as of Q3 2026.
World Equity Group sold 27,975 FT Vest Laddered Moderate Buffer ETF shares in Q3 2026, an estimated $791K.
FT Vest Laddered Moderate Buffer ETF made up 0.14% of World Equity Group's portfolio in Q3 2026, its #157 holding.
World Equity Group first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and has held it in 11 quarters since.
World Equity Group's FT Vest Laddered Moderate Buffer ETF position peaked at $2.53M in Q2 2024.
47 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2026.

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