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

Apollon 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
2025 Q1	–	Sell	-26,187	Closed	-$668K	–	1218
2024 Q4	$668K	Sell	26,187 -2,517	-9%	-$63.9K	0.02%	643
2024 Q3	$719K	Sell	28,704 -3,067	-10%	-$75.4K	0.02%	587
2024 Q2	$773K	Sell	31,771 -4,973	-14%	-$118K	0.02%	547
2024 Q1	$867K	Sell	36,744 -45,640	-55%	-$1.06M	0.03%	513
2023 Q4	$1.87M	Sell	82,384 -8,337	-9%	-$182K	0.06%	279
2023 Q3	$1.93M	Sell	90,721 -2,924	-3%	-$63.2K	0.1%	201
2023 Q2	$2.02M	Buy	+93,645	New	+$1.95M	0.1%	210

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

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

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

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Apollon Wealth Management's BUFD Position: Q1 2025 in Review

Apollon Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2025, closing a stake of 26,187 shares — an estimated $668K sold.

Apollon Wealth Management first reported a position in BUFD in Q2 2023 and held it in 7 quarters. The position peaked at $2.02M in Q2 2023. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

Apollon Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2025 after selling out during the quarter.
Apollon Wealth Management sold 26,187 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $668K.
Apollon Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2023 and held it in 7 quarters.
Apollon Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $2.02M in Q2 2023.
163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.