BW
BUFD icon

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

BIP Wealth’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 		$924K Buy
+31,084
New +$910K 0.03% 272
2026
Q1 		– Sell
-7,351
Closed -$208K – 463
2025
Q4 		$208K Buy
+7,351
New +$205K 0.01% 428

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIP Wealth's BUFD Position: Q2 2026 in Review

BIP Wealth opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026: 31,084 shares worth $924K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings. This is a return to the name: BIP Wealth previously reported a position in BUFD as recently as Q4 2025.

BIP Wealth first reported a position in BUFD in Q4 2025 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • BIP Wealth held 31,084 shares of FT Vest Fund of Deep Buffer ETFs worth $924K as of Q2 2026.
  • FT Vest Fund of Deep Buffer ETFs was a new BIP Wealth position in Q2 2026.
  • FT Vest Fund of Deep Buffer ETFs made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #272 holding.
  • BIP Wealth first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2025 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.