American Institute for Advanced Investment Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

American Institute for Advanced Investment 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 Q2	$926K	Sell	31,159 -1,350	-4%	-$39.5K	0.54%	57
2026 Q1	$910K	Sell	32,509 -233	-0.7%	-$6.6K	0.59%	50
2025 Q4	$925K	Buy	32,742 +270	+0.8%	+$7.53K	0.59%	47
2025 Q3	$898K	Buy	32,472 +1,900	+6%	+$51.5K	0.59%	46
2025 Q2	$812K	Sell	30,572 -618	-2%	-$15.6K	0.57%	46
2025 Q1	$778K	Buy	31,190 +4,465	+17%	+$114K	0.59%	49
2024 Q4	$682K	Buy	26,725 +4,115	+18%	+$104K	0.51%	57
2024 Q3	$566K	Buy	22,610 +5,495	+32%	+$135K	0.41%	67
2024 Q2	$416K	Buy	+17,115	New	+$408K	0.32%	82

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BCM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Institute for Advanced Investment Management's BUFD Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 4.2% in Q2 2026, selling an estimated $39.5K and leaving 31,159 shares worth $926K. The position accounts for 0.54% of the portfolio, ranked #57.

American Institute for Advanced Investment Management first reported a position in BUFD in Q2 2024 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

American Institute for Advanced Investment Management held 31,159 shares of FT Vest Fund of Deep Buffer ETFs worth $926K as of Q2 2026.
American Institute for Advanced Investment Management sold 1,350 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $39.5K.
FT Vest Fund of Deep Buffer ETFs made up 0.54% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #57 holding.
American Institute for Advanced Investment Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
131 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.