Bryn Mawr Capital Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Bryn Mawr Capital 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	–	Sell	-8,146	Closed	-$230K	–	443
2025 Q4	$230K	Hold	8,146	–	–	0.01%	410
2025 Q3	$225K	Hold	8,146	–	–	0.01%	410
2025 Q2	$216K	Hold	8,146	–	–	0.01%	393
2025 Q1	$203K	Buy	+8,146	New	+$208K	0.01%	373

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 22.9% 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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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 $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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Bryn Mawr Capital Management's BUFD Position: Q1 2026 in Review

Bryn Mawr Capital Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2026, closing a stake of 8,146 shares — an estimated $230K sold.

Bryn Mawr Capital Management first reported a position in BUFD in Q1 2025 and held it in 4 quarters. The position peaked at $230K in Q4 2025. 193 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Bryn Mawr Capital Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2026 after selling out during the quarter.
Bryn Mawr Capital Management sold 8,146 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $230K.
Bryn Mawr Capital Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and held it in 4 quarters.
Bryn Mawr Capital Management's FT Vest Fund of Deep Buffer ETFs position peaked at $230K in Q4 2025.
193 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.