Cascade Investment Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Cascade Investment Group’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	$647K	Buy	21,774 +588	+3%	+$17.2K	0.36%	67
2026 Q1	$593K	Buy	21,186 +5,507	+35%	+$156K	0.39%	64
2025 Q4	$443K	Buy	15,679 +5,735	+58%	+$160K	0.3%	80
2025 Q3	$275K	Buy	9,944 +264	+3%	+$7.15K	0.18%	115
2025 Q2	$257K	Sell	9,680 -153	-2%	-$3.87K	0.18%	115
2025 Q1	$245K	Hold	9,833	–	–	0.19%	113
2024 Q4	$251K	Buy	9,833 +475	+5%	+$12.1K	0.18%	121
2024 Q3	$234K	Buy	9,358 +957	+11%	+$23.5K	0.17%	120
2024 Q2	$204K	Sell	8,401 -130	-2%	-$3.1K	0.16%	123
2024 Q1	$201K	Buy	+8,531	New	+$197K	0.15%	139

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

Cascade Investment Group's BUFD Position: Q2 2026 in Review

Cascade Investment Group increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 2.8% in Q2 2026, buying an estimated $17.2K and bringing the position to 21,774 shares worth $647K. The position accounts for 0.36% of the portfolio, ranked #67.

Cascade Investment Group first reported a position in BUFD in Q1 2024 and has held it in 10 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Cascade Investment Group held 21,774 shares of FT Vest Fund of Deep Buffer ETFs worth $647K as of Q2 2026.
Cascade Investment Group bought 588 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $17.2K.
FT Vest Fund of Deep Buffer ETFs made up 0.36% of Cascade Investment Group's portfolio in Q2 2026, its #67 holding.
Cascade Investment Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.