CCG Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$827K Sell
27,839
-1,359
-5% -$39.8K 0.19% 67
2026
Q1
$818K Buy
+29,198
New +$827K 0.22% 66

Other funds holding BUFD

CCG Wealth Management's BUFD Position: Q2 2026 in Review

CCG Wealth Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 4.7% in Q2 2026, selling an estimated $39.8K and leaving 27,839 shares worth $827K. The position accounts for 0.19% of the portfolio, ranked #67.

CCG Wealth Management first reported a position in BUFD in Q1 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • CCG Wealth Management held 27,839 shares of FT Vest Fund of Deep Buffer ETFs worth $827K as of Q2 2026.
  • CCG Wealth Management sold 1,359 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $39.8K.
  • FT Vest Fund of Deep Buffer ETFs made up 0.19% of CCG Wealth Management's portfolio in Q2 2026, its #67 holding.
  • CCG Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2026 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.