Capasso Planning Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Capasso Planning Partners’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	$1.03M	Hold	36,710	–	–	0.55%	26
2025 Q4	$1.04M	Buy	36,710 +17,895	+95%	+$499K	0.57%	26
2025 Q3	$520K	Buy	+18,815	New	+$510K	0.32%	41

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

Capasso Planning Partners's BUFD Position: Q1 2026 in Review

Capasso Planning Partners held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q1 2026 at 36,710 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #26.

Capasso Planning Partners first reported a position in BUFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Capasso Planning Partners held 36,710 shares of FT Vest Fund of Deep Buffer ETFs worth $1.03M as of Q1 2026.
Capasso Planning Partners left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q1 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.55% of Capasso Planning Partners's portfolio in Q1 2026, its #26 holding.
Capasso Planning Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and has held it in 3 quarters since.
Capasso Planning Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $1.04M in Q4 2025.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.