Alliance Wealth Advisors (Pennsylvania)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$460K	Hold	15,469	–	–	0.15%	96
2026 Q1	$433K	Hold	15,469	–	–	0.19%	90
2025 Q4	$437K	Hold	15,469	–	–	0.19%	87
2025 Q3	$428K	Hold	15,469	–	–	0.19%	90
2025 Q2	$411K	Hold	15,469	–	–	0.21%	89
2025 Q1	$386K	Buy	15,469 +3,426	+28%	+$87.6K	0.22%	89
2024 Q4	$307K	Hold	12,043	–	–	0.17%	110
2024 Q3	$302K	Buy	12,043 +493	+4%	+$12.1K	0.17%	114
2024 Q2	$281K	Hold	11,550	–	–	0.18%	109
2024 Q1	$272K	Hold	11,550	–	–	0.17%	117
2023 Q4	$262K	Hold	11,550	–	–	0.17%	110
2023 Q3	$245K	Hold	11,550	–	–	0.18%	112
2023 Q2	$249K	Hold	11,550	–	–	0.18%	112
2023 Q1	$236K	Hold	11,550	–	–	0.18%	109
2022 Q4	$227K	Buy	+11,550	New	+$227K	0.19%	102

Other funds holding BUFD

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return