BUFZ

Ft Vest Laddered Moderate Bu

Latest period2026 - Q2Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 13 superinvestors own shares of Ft Vest Laddered Moderate Bu (BUFZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Laddered Moderate Bu (BUFZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Laddered Moderate Bu (BUFZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Laddered Moderate Bu (BUFZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Lindsay Fields@Rise Advisors, Llc
Recent Activity
Increased 1%
5.55%
$19.721M
706,069 shares@ 27.94 avg price
Sarah Moore@Bos Asset Management, Llc
Recent Activity
New Position
1.23%
$5.286M
189,273 shares@ 27.94 avg price
Kerry A Harmon@Wolff Wiese Magana Llc
Recent Activity
1.08%
$2.345M
83,946 shares@ 27.94 avg price
Brenda Bickle@Adamsbrown Wealth Consultants Llc
Recent Activity
Increased 30.51%
0.22%
$1.127M
40,365 shares@ 27.93 avg price
William Dudley Webb Jr.@World Equity Group, Inc.
Recent Activity
Decreased -2.75%
0.25%
$1.11M
39,757 shares@ 27.94 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
Increased 16.81%
0.14%
$726,906
26,026 shares@ 27.93 avg price
June Adams@Trilogy Capital Inc.
Recent Activity
New Position
0.03%
$563,236
20,166 shares@ 27.93 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 94.58%
0.02%
$546,702
19,574 shares@ 27.94 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
0.01%
$466,571
16,705 shares@ 27.94 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Decreased -2.91%
0.01%
$362,392
12,975 shares@ 27.94 avg price

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