Claro Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Claro Advisors’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	$1.61M	Sell	54,271 -2,577	-5%	-$75.4K	0.17%	104
2026 Q1	$1.59M	Buy	56,848 +2,444	+4%	+$69.2K	0.19%	94
2025 Q4	$1.54M	Buy	54,404 +7,188	+15%	+$201K	0.21%	93
2025 Q3	$1.31M	Buy	47,216 +5,300	+13%	+$144K	0.19%	98
2025 Q2	$1.11M	Buy	41,916 +5,949	+17%	+$150K	0.18%	105
2025 Q1	$897K	Buy	35,967 +1,752	+5%	+$44.8K	0.12%	162
2024 Q4	$873K	Buy	34,215 +6,385	+23%	+$162K	0.12%	159
2024 Q3	$697K	Sell	27,830 -86	-0.3%	-$2.11K	0.09%	218
2024 Q2	$679K	Buy	27,916 +3,612	+15%	+$86K	0.11%	196
2024 Q1	$573K	Buy	24,304 +150	+0.6%	+$3.47K	0.1%	214
2023 Q4	$548K	Sell	24,154 -15,373	-39%	-$335K	0.12%	200
2023 Q3	$840K	Sell	39,527 -2,464	-6%	-$53.3K	0.21%	113
2023 Q2	$904K	Buy	41,991 +541	+1%	+$11.2K	0.22%	109
2023 Q1	$847K	Sell	41,450 -15,769	-28%	-$316K	0.25%	97
2022 Q4	$1.13M	Buy	57,219 +10,746	+23%	+$211K	0.37%	65
2022 Q3	$908K	Hold	46,473	–	–	0.36%	66
2022 Q2	$908K	Buy	46,473 +10,748	+30%	+$218K	0.36%	66
2022 Q1	$761K	Hold	35,725	–	–	0.27%	93
2021 Q4	$761K	Buy	+35,725	New	+$754K	0.27%	93

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

Claro Advisors's BUFD Position: Q2 2026 in Review

Claro Advisors reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 4.5% in Q2 2026, selling an estimated $75.4K and leaving 54,271 shares worth $1.61M. The position accounts for 0.17% of the portfolio, ranked #104.

Claro Advisors first reported a position in BUFD in Q4 2021 and has held it in 19 quarters since. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Claro Advisors held 54,271 shares of FT Vest Fund of Deep Buffer ETFs worth $1.61M as of Q2 2026.
Claro Advisors sold 2,577 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $75.4K.
FT Vest Fund of Deep Buffer ETFs made up 0.17% of Claro Advisors's portfolio in Q2 2026, its #104 holding.
Claro Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 19 quarters since.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.