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 Q3	$579K	Sell	19,053 -2,488	-12%	-$74.9K	0.25%	94
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Castleview Partners's BUFD Position: Q3 2026 in Review

Castleview Partners reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 12% in Q3 2026, selling an estimated $74.9K and leaving 19,053 shares worth $579K. The position accounts for 0.25% of the portfolio, ranked #94.

Castleview Partners first reported a position in BUFD in Q1 2022 and has held it in 19 quarters since. The position peaked at $866K in Q1 2024. 9 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

Castleview Partners held 19,053 shares of FT Vest Fund of Deep Buffer ETFs worth $579K as of Q3 2026.
Castleview Partners sold 2,488 FT Vest Fund of Deep Buffer ETFs shares in Q3 2026, an estimated $74.9K.
FT Vest Fund of Deep Buffer ETFs made up 0.25% of Castleview Partners's portfolio in Q3 2026, its #94 holding.
Castleview Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and has held it in 19 quarters since.
Castleview Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $866K in Q1 2024.
9 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.