Arkadios Wealth Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Arkadios Wealth 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	$1.6M	Buy	57,321 +6,945	+14%	+$197K	0.03%	601
2025 Q4	$1.42M	Sell	50,376 -2,570	-5%	-$71.7K	0.03%	560
2025 Q3	$1.46M	Buy	52,946 +480	+0.9%	+$13K	0.04%	502
2025 Q2	$1.39M	Sell	52,466 -808	-2%	-$20.4K	0.04%	443
2025 Q1	$1.33M	Sell	53,274 -843	-2%	-$21.6K	0.05%	383
2024 Q4	$1.38M	Buy	54,117 +10,325	+24%	+$262K	0.08%	265
2024 Q3	$1.1M	Sell	43,792 -7,242	-14%	-$178K	0.06%	299
2024 Q2	$1.24M	Sell	51,034 -32,737	-39%	-$780K	0.08%	235
2024 Q1	$1.98M	Buy	83,771 +4,940	+6%	+$114K	0.15%	146
2023 Q4	$1.79M	Buy	78,831 +8,425	+12%	+$184K	0.15%	140
2023 Q3	$1.5M	Sell	70,406 -22,719	-24%	-$491K	0.14%	155
2023 Q2	$2.01M	Sell	93,125 -21,647	-19%	-$450K	0.23%	105
2023 Q1	$2.34M	Sell	114,772 -41,391	-27%	-$830K	0.28%	95
2022 Q4	$3.07M	Buy	156,163 +30,545	+24%	+$601K	0.41%	62
2022 Q3	$2.4M	Buy	125,618 +29,239	+30%	+$581K	0.36%	69
2022 Q2	$1.88M	Sell	96,379 -388,263	-80%	-$7.86M	0.28%	96
2022 Q1	$10.3M	Buy	+484,642	New	+$10.2M	1.35%	5
2021 Q3	–	Sell	-10,000	Closed	-$207K	–	1881
2021 Q2	$207K	Buy	+10,000	New	+$206K	0.03%	521

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Arkadios Wealth Advisors's BUFD Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 14% in Q1 2026, buying an estimated $197K and bringing the position to 57,321 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #601.

Arkadios Wealth Advisors first reported a position in BUFD in Q2 2021 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2022. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Arkadios Wealth Advisors held 57,321 shares of FT Vest Fund of Deep Buffer ETFs worth $1.6M as of Q1 2026.
Arkadios Wealth Advisors bought 6,945 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $197K.
FT Vest Fund of Deep Buffer ETFs made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #601 holding.
Arkadios Wealth Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 18 quarters since.
Arkadios Wealth Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $10.3M in Q1 2022.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.