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B. Riley Wealth Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-34,876
Closed -$870K – 1084
2025
Q1 		$870K Hold
34,876
– – 0.03% 553
2024
Q4 		$890K Buy
34,876
+12,634
+57% +$321K 0.03% 488
2024
Q3 		$557K Buy
+22,242
New +$546K 0.02% 705

Other funds holding BUFD

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Wealth Advisors's BUFD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2025, closing a stake of 34,876 shares — an estimated $870K sold.

B. Riley Wealth Advisors first reported a position in BUFD in Q3 2024 and held it in 3 quarters. The position peaked at $890K in Q4 2024. 168 funds tracked by Wall St. Rank hold BUFD as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 34,876 FT Vest Fund of Deep Buffer ETFs shares in Q2 2025, an estimated $870K.
  • B. Riley Wealth Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $890K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.