APFP
BUFD icon

Action Point Financial Planning’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Action Point Financial Planning’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$161K Buy
+5,408
New +$158K 0.02% 485

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Action Point Financial Planning's BUFD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026: 5,408 shares worth $161K. The stake represents 0.02% of the portfolio and ranks #485 among its holdings.

216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Action Point Financial Planning held 5,408 shares of FT Vest Fund of Deep Buffer ETFs worth $161K as of Q2 2026.
  • FT Vest Fund of Deep Buffer ETFs was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest Fund of Deep Buffer ETFs made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #485 holding.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.