Capital Asset Advisory Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Capital Asset Advisory Services’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	$26.2M	Buy	901,961 +97,971	+12%	+$2.77M	1%	29
2025 Q4	$22.8M	Buy	803,990 +52,199	+7%	+$1.46M	0.92%	28
2025 Q3	$20.8M	Buy	751,791 +13,176	+2%	+$357K	0.9%	29
2025 Q2	$19.6M	Buy	738,615 +30,808	+4%	+$779K	0.92%	29
2025 Q1	$17.8M	Sell	707,807 -5,346	-0.7%	-$137K	0.91%	30
2024 Q4	$18.3M	Buy	713,153 +8,798	+1%	+$223K	0.9%	30
2024 Q3	$17.6M	Buy	704,355 +77,090	+12%	+$1.89M	0.88%	30
2024 Q2	$15.4M	Sell	627,265 -261,595	-29%	-$6.23M	0.83%	30
2024 Q1	$21M	Buy	888,860 +173,340	+24%	+$4.01M	1.2%	21
2023 Q4	$16.2M	Buy	715,520 +107,570	+18%	+$2.35M	1.01%	20
2023 Q3	$13.1M	Buy	607,950 +87,706	+17%	+$1.9M	0.9%	24
2023 Q2	$11.3M	Buy	520,244 +65,244	+14%	+$1.36M	0.79%	23
2023 Q1	$9.3M	Buy	455,000 +83,973	+23%	+$1.68M	0.69%	26
2022 Q4	$7.37M	Buy	+371,027	New	+$7.3M	0.59%	25
2022 Q3	–	Sell	-5,256	Closed	-$103K	–	473
2022 Q2	$103K	Buy	+5,256	New	+$106K	0.01%	396

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Capital Asset Advisory Services's BUFD Position: Q1 2026 in Review

Capital Asset Advisory Services increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 12% in Q1 2026, buying an estimated $2.77M and bringing the position to 901,961 shares worth $26.2M. The position accounts for 1% of the portfolio, ranked #29.

Capital Asset Advisory Services first reported a position in BUFD in Q2 2022 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Capital Asset Advisory Services held 901,961 shares of FT Vest Fund of Deep Buffer ETFs worth $26.2M as of Q1 2026.
Capital Asset Advisory Services bought 97,971 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $2.77M.
FT Vest Fund of Deep Buffer ETFs made up 1% of Capital Asset Advisory Services's portfolio in Q1 2026, its #29 holding.
Capital Asset Advisory Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2022 and has held it in 15 quarters since.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.