Avior Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-3,850	Closed	-$98.3K	–	958
2024 Q4	$98.3K	Buy	3,850 +590	+18%	+$15K	﹤0.01%	904
2024 Q3	$81.6K	Sell	3,260 -2,369	-42%	-$58.2K	﹤0.01%	946
2024 Q2	$137K	Buy	5,629 +2,060	+58%	+$49.1K	0.01%	779
2024 Q1	$84.2K	Hold	3,569	–	–	﹤0.01%	1030
2023 Q4	$81K	Sell	3,569 -6,742	-65%	-$147K	﹤0.01%	649
2023 Q3	$219K	Buy	10,311 +471	+5%	+$10.2K	0.01%	503
2023 Q2	$212K	Buy	9,840 +6,271	+176%	+$130K	0.01%	514
2023 Q1	$72.9K	Buy	+3,569	New	+$71.6K	0.01%	700

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

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

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

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avior Wealth Management's BUFD Position: Q1 2025 in Review

Avior Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2025, closing a stake of 3,850 shares — an estimated $98.3K sold.

Avior Wealth Management first reported a position in BUFD in Q1 2023 and held it in 8 quarters. The position peaked at $219K in Q3 2023. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

Avior Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,850 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $98.3K.
Avior Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $219K in Q3 2023.
163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.