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

Benson 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
2026 Q2	$2.46M	Buy	82,790 +65,334	+374%	+$1.91M	2.48%	11
2026 Q1	$489K	Buy	17,456 +4,621	+36%	+$131K	0.67%	36
2025 Q4	$362K	Buy	+12,835	New	+$358K	0.4%	37

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benson Wealth Management's BUFD Position: Q2 2026 in Review

Benson Wealth Management increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 374% in Q2 2026, buying an estimated $1.91M and bringing the position to 82,790 shares worth $2.46M. The position accounts for 2.48% of the portfolio, ranked #11.

Benson Wealth Management first reported a position in BUFD in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Benson Wealth Management held 82,790 shares of FT Vest Fund of Deep Buffer ETFs worth $2.46M as of Q2 2026.
Benson Wealth Management bought 65,334 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $1.91M.
FT Vest Fund of Deep Buffer ETFs made up 2.48% of Benson Wealth Management's portfolio in Q2 2026, its #11 holding.
Benson Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.