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

Castleview 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 Q2	$640K	Buy	21,541 +4	+0%	+$117	0.28%	82
2026 Q1	$603K	Buy	21,537 +1,144	+6%	+$32.4K	0.31%	71
2025 Q4	$576K	Sell	20,393 -1,449	-7%	-$40.4K	0.29%	79
2025 Q3	$604K	Sell	21,842 -6,610	-23%	-$179K	0.33%	65
2025 Q2	$756K	Sell	28,452 -82	-0.3%	-$2.07K	0.49%	42
2025 Q1	$712K	Sell	28,534 -482	-2%	-$12.3K	0.48%	54
2024 Q4	$738K	Sell	29,016 -1,795	-6%	-$45.6K	0.4%	60
2024 Q3	$772K	Sell	30,811 -1,113	-3%	-$27.3K	0.44%	51
2024 Q2	$776K	Sell	31,924 -4,766	-13%	-$114K	0.44%	52
2024 Q1	$866K	Buy	36,690 +3,681	+11%	+$85.2K	0.48%	46
2023 Q4	$749K	Sell	33,009 -140	-0.4%	-$3.05K	0.52%	36
2023 Q3	$704K	Buy	33,149 +18,007	+119%	+$389K	0.65%	20
2023 Q2	$326K	Sell	15,142 -18,007	-54%	-$374K	0.29%	78
2023 Q1	$677K	Hold	33,149	–	–	0.6%	33
2022 Q4	$652K	Sell	33,149 -11	-0%	-$216	0.63%	35
2022 Q3	$634K	Buy	33,160 +30,104	+985%	+$598K	0.61%	30
2022 Q2	$212K	Sell	3,056 -24,304	-89%	-$492K	0.17%	131
2022 Q1	$580K	Buy	+27,360	New	+$574K	0.36%	51

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

Castleview Partners's BUFD Position: Q2 2026 in Review

Castleview Partners increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 0.02% in Q2 2026, buying an estimated $117 and bringing the position to 21,541 shares worth $640K. The position accounts for 0.28% of the portfolio, ranked #82.

Castleview Partners first reported a position in BUFD in Q1 2022 and has held it in 18 quarters since. The position peaked at $866K in Q1 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Castleview Partners held 21,541 shares of FT Vest Fund of Deep Buffer ETFs worth $640K as of Q2 2026.
Castleview Partners bought 4 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $117.
FT Vest Fund of Deep Buffer ETFs made up 0.28% of Castleview Partners's portfolio in Q2 2026, its #82 holding.
Castleview Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and has held it in 18 quarters since.
Castleview Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $866K in Q1 2024.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.