BBPWM
BUFD icon

Blue Bell Private Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Blue Bell Private 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
Q1 		$103K Buy
3,692
+3,457
+1,471% +$97.9K 0.01% 335
2025
Q4 		$6.64K Hold
235
– – ﹤0.01% 588
2025
Q3 		$6.5K Hold
235
– – ﹤0.01% 579
2025
Q2 		$6.24K Hold
235
– – ﹤0.01% 562
2025
Q1 		$5.86K Hold
235
– – ﹤0.01% 564
2024
Q4 		$6K Hold
235
– – ﹤0.01% 533
2024
Q3 		$5.88K Hold
235
– – ﹤0.01% 560
2024
Q2 		$5.71K Hold
235
– – ﹤0.01% 565
2024
Q1 		$5.54K Hold
235
– – ﹤0.01% 566
2023
Q4 		$5.33K Hold
235
– – ﹤0.01% 561
2023
Q3 		$4.99K Hold
235
– – ﹤0.01% 501
2023
Q2 		$5.06K Hold
235
– – ﹤0.01% 502
2023
Q1 		$4.8K Hold
235
– – ﹤0.01% 465
2022
Q4 		$4.62K Hold
235
– – ﹤0.01% 474
2022
Q3 		$4K Hold
235
– – ﹤0.01% 493
2022
Q2 		$5K Hold
235
– – ﹤0.01% 498
2022
Q1 		$5K Buy
+235
New +$4.93K ﹤0.01% 541

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
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
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