Capital Analysts LLC’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Capital Analysts LLC’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 Q2	$950K	Sell	31,957 -2,023	-6%	-$59.2K	0.02%	370
2026 Q1	$951K	Hold	33,980	–	–	0.03%	341
2025 Q4	$960K	Hold	33,980	–	–	0.03%	320
2025 Q3	$939K	Hold	33,980	–	–	0.03%	320
2025 Q2	$903K	Buy	33,980 +383	+1%	+$9.68K	0.03%	295
2025 Q1	$838K	Buy	33,597 +5,939	+21%	+$152K	0.03%	284
2024 Q4	$706K	Buy	27,658 +982	+4%	+$24.9K	0.03%	288
2024 Q3	$668K	Sell	26,676 -1,341	-5%	-$32.9K	0.03%	290
2024 Q2	$681K	Hold	28,017	–	–	0.03%	295
2024 Q1	$661K	Hold	28,017	–	–	0.03%	290
2023 Q4	$636K	Hold	28,017	–	–	0.03%	284
2023 Q3	$595K	Sell	28,017 -2,614	-9%	-$56.5K	0.03%	278
2023 Q2	$660K	Sell	30,631 -3,310	-10%	-$68.8K	0.04%	267
2023 Q1	$693K	Sell	33,941 -23,612	-41%	-$474K	0.04%	261
2022 Q4	$1.13M	Sell	57,553 -27,569	-32%	-$542K	0.07%	200
2022 Q3	$1.63M	Buy	85,122 +1,207	+1%	+$24K	0.11%	164
2022 Q2	$1.64M	Buy	83,915 +15,435	+23%	+$312K	0.11%	164
2022 Q1	$1.45M	Buy	68,480 +40,035	+141%	+$840K	0.09%	186
2021 Q4	$606K	Buy	+28,445	New	+$600K	0.04%	246

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 22.96% 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

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Analysts LLC's BUFD Position: Q2 2026 in Review

Capital Analysts LLC reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 6% in Q2 2026, selling an estimated $59.2K and leaving 31,957 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #370.

Capital Analysts LLC first reported a position in BUFD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q2 2022. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Capital Analysts LLC held 31,957 shares of FT Vest Fund of Deep Buffer ETFs worth $950K as of Q2 2026.
Capital Analysts LLC sold 2,023 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $59.2K.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #370 holding.
Capital Analysts LLC first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 19 quarters since.
Capital Analysts LLC's FT Vest Fund of Deep Buffer ETFs position peaked at $1.64M in Q2 2022.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.