CAPTRUST Financial Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

CAPTRUST Financial Advisors’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	$414K	Buy	+13,920	New	+$407K	﹤0.01%	2311

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

CAPTRUST Financial Advisors's BUFD Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026: 13,920 shares worth $414K. The stake represents ﹤0.01% of the portfolio and ranks #2311 among its holdings.

216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

CAPTRUST Financial Advisors held 13,920 shares of FT Vest Fund of Deep Buffer ETFs worth $414K as of Q2 2026.
FT Vest Fund of Deep Buffer ETFs was a new CAPTRUST Financial Advisors position in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2311 holding.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.