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Aptus Capital Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Aptus Capital Advisors’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 		$29.3K Sell
1,045
-50
-5% -$1.42K ﹤0.01% 1344
2025
Q4 		$30.9K Hold
1,095
– – ﹤0.01% 1360
2025
Q3 		$30.3K Sell
1,095
-55
-5% -$1.49K ﹤0.01% 1300
2025
Q2 		$30.5K Hold
1,150
– – ﹤0.01% 1235
2025
Q1 		$28.7K Hold
1,150
– – ﹤0.01% 1167
2024
Q4 		$29.3K Hold
1,150
– – ﹤0.01% 1164
2024
Q3 		$28.8K Hold
1,150
– – ﹤0.01% 999
2024
Q2 		$28K Hold
1,150
– – ﹤0.01% 949
2024
Q1 		$27.1K Buy
1,150
+300
+35% +$6.94K ﹤0.01% 944
2023
Q4 		$19.3K Hold
850
– – ﹤0.01% 749
2023
Q3 		$18.1K Buy
+850
New +$18.4K ﹤0.01% 755

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
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
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