Asset Dedication LLC’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Asset Dedication LLC’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	$92.9K	Buy	+3,125	New	+$91.5K	0.01%	412

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

Asset Dedication LLC's BUFD Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026: 3,125 shares worth $92.9K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings.

216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Asset Dedication LLC held 3,125 shares of FT Vest Fund of Deep Buffer ETFs worth $92.9K as of Q2 2026.
FT Vest Fund of Deep Buffer ETFs was a new Asset Dedication LLC position in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #412 holding.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.