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
Q3 		$190K Buy
6,266
+2,599
+71% +$78.3K ﹤0.01% 1476
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

AssetMark Inc's BUFD Position: Q3 2026 in Review

AssetMark Inc increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 71% in Q3 2026, buying an estimated $78.3K and bringing the position to 6,266 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

AssetMark Inc first reported a position in BUFD in Q4 2023 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

  • AssetMark Inc held 6,266 shares of FT Vest Fund of Deep Buffer ETFs worth $190K as of Q3 2026.
  • AssetMark Inc bought 2,599 FT Vest Fund of Deep Buffer ETFs shares in Q3 2026, an estimated $78.3K.
  • FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1476 holding.
  • AssetMark Inc first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and has held it in 12 quarters since.
  • 121 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.