Center for Financial Planning’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Center for Financial Planning’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	$807K	Buy	27,147 +5,285	+24%	+$155K	0.08%	87
2026 Q1	$612K	Hold	21,862	–	–	0.06%	96
2025 Q4	$617K	Hold	21,862	–	–	0.06%	92
2025 Q3	$604K	Buy	+21,862	New	+$592K	0.06%	92
2022 Q4	–	Sell	-63	Closed	-$1K	–	560
2022 Q3	$1K	Buy	+63	New	+$1.25K	﹤0.01%	584

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

Center for Financial Planning's BUFD Position: Q2 2026 in Review

Center for Financial Planning increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 24% in Q2 2026, buying an estimated $155K and bringing the position to 27,147 shares worth $807K. The position accounts for 0.08% of the portfolio, ranked #87.

Center for Financial Planning first reported a position in BUFD in Q3 2022 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Center for Financial Planning held 27,147 shares of FT Vest Fund of Deep Buffer ETFs worth $807K as of Q2 2026.
Center for Financial Planning bought 5,285 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $155K.
FT Vest Fund of Deep Buffer ETFs made up 0.08% of Center for Financial Planning's portfolio in Q2 2026, its #87 holding.
Center for Financial Planning first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2022 and has held it in 5 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.