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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s BUFD Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 15,469 shares worth $460K. The position accounts for 0.15% of the portfolio, ranked #96.

Alliance Wealth Advisors (Pennsylvania) first reported a position in BUFD in Q4 2022 and has held it in 15 quarters since. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 15,469 shares of FT Vest Fund of Deep Buffer ETFs worth $460K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.15% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #96 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.