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 Q1	–	Sell	-7,351	Closed	-$208K	–	463
2025 Q4	$208K	Buy	+7,351	New	+$205K	0.01%	428

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

BIP Wealth's BUFD Position: Q1 2026 in Review

BIP Wealth sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2026, closing a stake of 7,351 shares — an estimated $208K sold.

BIP Wealth first reported a position in BUFD in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

BIP Wealth reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2026 after selling out during the quarter.
BIP Wealth sold 7,351 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $208K.
BIP Wealth first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2025 and held it in 1 quarter.
BIP Wealth's FT Vest Fund of Deep Buffer ETFs position peaked at $208K in Q4 2025.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.