Bank of Montreal’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Bank of Montreal’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	$4.46K	Hold	150	–	–	﹤0.01%	3747
2026 Q1	$4.2K	Hold	150	–	–	﹤0.01%	3651
2025 Q4	$4.24K	Hold	150	–	–	﹤0.01%	3509
2025 Q3	$4.15K	Hold	150	–	–	﹤0.01%	3428
2025 Q2	$3.98K	Hold	150	–	–	﹤0.01%	3418
2025 Q1	$3.74K	Hold	150	–	–	﹤0.01%	3380
2024 Q4	$3.83K	Sell	150 -1,238	-89%	-$31.4K	﹤0.01%	3415
2024 Q3	$34.7K	Sell	1,388 -3,192	-70%	-$78.4K	﹤0.01%	3485
2024 Q2	$111K	Buy	+4,580	New	+$109K	﹤0.01%	3205
2024 Q1	–	Sell	-150	Closed	-$3.41K	–	3914
2023 Q4	$3.41K	Buy	+150	New	+$3.27K	﹤0.01%	3881
2023 Q3	–	Sell	-150	Closed	-$3.23K	–	3836
2023 Q2	$3.23K	Sell	150 -275	-65%	-$5.71K	﹤0.01%	3872
2023 Q1	$8.69K	Buy	+425	New	+$8.53K	﹤0.01%	3630

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of Montreal's BUFD Position: Q2 2026 in Review

Bank of Montreal held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 150 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

Bank of Montreal first reported a position in BUFD in Q1 2023 and has held it in 12 quarters since. The position peaked at $111K in Q2 2024. 183 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Bank of Montreal held 150 shares of FT Vest Fund of Deep Buffer ETFs worth $4.46K as of Q2 2026.
Bank of Montreal left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3747 holding.
Bank of Montreal first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and has held it in 12 quarters since.
Bank of Montreal's FT Vest Fund of Deep Buffer ETFs position peaked at $111K in Q2 2024.
183 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.