BCI
BUFD icon

Brinker Capital Investments’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Brinker Capital Investments’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 		$1.52M Buy
54,185
+4,695
+9% +$133K 0.01% 895
2025
Q4 		$1.4M Buy
49,490
+12
+0% +$335 0.01% 1053
2025
Q3 		$1.37M Buy
49,478
+18,138
+58% +$491K 0.01% 1044
2025
Q2 		$832K Buy
31,340
+2,890
+10% +$73.1K 0.01% 1286
2025
Q1 		$710K Sell
28,450
-6,897
-20% -$176K 0.01% 1239
2024
Q4 		$902K Buy
35,347
+6,744
+24% +$171K 0.01% 1114
2024
Q3 		$716K Buy
28,603
+18,561
+185% +$456K 0.01% 1190
2024
Q2 		$244K Buy
+10,042
New +$239K ﹤0.01% 1550

Other funds holding BUFD

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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