AE Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

AE Wealth Management’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 Q1	$1.99M	Buy	70,898 +7,736	+12%	+$219K	0.01%	648
2025 Q4	$1.78M	Buy	63,162 +11,379	+22%	+$317K	0.01%	637
2025 Q3	$1.43M	Buy	51,783 +10,260	+25%	+$278K	0.01%	659
2025 Q2	$1.1M	Sell	41,523 -1,646	-4%	-$41.6K	0.01%	698
2025 Q1	$1.08M	Sell	43,169 -30,745	-42%	-$786K	0.01%	689
2024 Q4	$1.89M	Sell	73,914 -27,767	-27%	-$705K	0.02%	538
2024 Q3	$2.55M	Buy	101,681 +2,670	+3%	+$65.6K	0.02%	465
2024 Q2	$2.41M	Buy	99,011 +30,614	+45%	+$729K	0.02%	477
2024 Q1	$1.61M	Sell	68,397 -3,072,320	-98%	-$71.1M	0.02%	548
2023 Q4	$72M	Buy	3,140,717 +2,234,809	+247%	+$48.7M	0.37%	45
2023 Q3	$19.3M	Buy	905,908 +182,051	+25%	+$3.94M	0.12%	198
2023 Q2	$15.6M	Sell	723,857 -51,387	-7%	-$1.07M	0.09%	261
2023 Q1	$15.8M	Buy	775,244 +13,226	+2%	+$265K	0.1%	237
2022 Q4	$15M	Buy	762,018 +62,255	+9%	+$1.22M	0.11%	222
2022 Q3	$13.4M	Buy	699,763 +166,869	+31%	+$3.31M	0.11%	200
2022 Q2	$10.4M	Sell	532,894 -96,907	-15%	-$1.96M	0.08%	266
2022 Q1	$13.4M	Buy	629,801 +102,316	+19%	+$2.15M	0.09%	230
2021 Q4	$11.2M	Sell	527,485 -22,817	-4%	-$481K	0.08%	243
2021 Q3	$11.4M	Buy	+550,302	New	+$11.5M	0.09%	217

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AE Wealth Management's BUFD Position: Q1 2026 in Review

AE Wealth Management increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 12% in Q1 2026, buying an estimated $219K and bringing the position to 70,898 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #648.

AE Wealth Management first reported a position in BUFD in Q3 2021 and has held it in 19 quarters since. The position peaked at $72M in Q4 2023. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

AE Wealth Management held 70,898 shares of FT Vest Fund of Deep Buffer ETFs worth $1.99M as of Q1 2026.
AE Wealth Management bought 7,736 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $219K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #648 holding.
AE Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2021 and has held it in 19 quarters since.
AE Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $72M in Q4 2023.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.