ZI
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ZEGA Investments’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

ZEGA Investments’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
2025
Q3 		– Sell
-64,541
Closed -$1.61M – 160
2025
Q2 		$1.61M Buy
+64,541
New +$1.54M 0.22% 63

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ZEGA Investments's BUFZ Position: Q3 2025 in Review

ZEGA Investments sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q3 2025, closing a stake of 64,541 shares — an estimated $1.61M sold.

ZEGA Investments first reported a position in BUFZ in Q2 2025 and held it in 1 quarter. The position peaked at $1.61M in Q2 2025. 101 funds tracked by Wall St. Rank hold BUFZ as of Q3 2025.

  • ZEGA Investments reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q3 2025 after selling out during the quarter.
  • ZEGA Investments sold 64,541 FT Vest Laddered Moderate Buffer ETF shares in Q3 2025, an estimated $1.61M.
  • ZEGA Investments first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2025 and held it in 1 quarter.
  • ZEGA Investments's FT Vest Laddered Moderate Buffer ETF position peaked at $1.61M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2025.

Based on ZEGA Investments's 13F filing for Q3 2025, filed 27 Oct 2025.