AssetMark Inc
BUFD icon

AssetMark Inc’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

AssetMark Inc’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 		$109K Sell
3,667
-413
-10% -$12.1K ﹤0.01% 1601
2026
Q1 		$114K Sell
4,080
-66
-2% -$1.87K ﹤0.01% 1499
2025
Q4 		$117K Hold
4,146
– – ﹤0.01% 1446
2025
Q3 		$115K Hold
4,146
– – ﹤0.01% 1397
2025
Q2 		$110K Buy
4,146
+538
+15% +$13.6K ﹤0.01% 1348
2025
Q1 		$90K Buy
3,608
+1,922
+114% +$49.1K ﹤0.01% 1303
2024
Q4 		$43K Buy
1,686
+242
+17% +$6.14K ﹤0.01% 1460
2024
Q3 		$36.2K Sell
1,444
-374
-21% -$9.19K ﹤0.01% 1368
2024
Q2 		$44.2K Sell
1,818
-328
-15% -$7.81K ﹤0.01% 1256
2024
Q1 		$50.6K Buy
2,146
+1,517
+241% +$35.1K ﹤0.01% 1165
2023
Q4 		$14.3K Buy
+629
New +$13.7K ﹤0.01% 1334

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AssetMark Inc's BUFD Position: Q2 2026 in Review

AssetMark Inc reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 10% in Q2 2026, selling an estimated $12.1K and leaving 3,667 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

AssetMark Inc first reported a position in BUFD in Q4 2023 and has held it in 11 quarters since. The position peaked at $117K in Q4 2025. 99 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • AssetMark Inc held 3,667 shares of FT Vest Fund of Deep Buffer ETFs worth $109K as of Q2 2026.
  • AssetMark Inc sold 413 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $12.1K.
  • FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1601 holding.
  • AssetMark Inc first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
  • AssetMark Inc's FT Vest Fund of Deep Buffer ETFs position peaked at $117K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.