Clear Creek Financial Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Clear Creek Financial Management’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	$355K	Buy	11,960 +1,360	+13%	+$39.8K	0.02%	483
2026 Q1	$297K	Hold	10,600	–	–	0.02%	502
2025 Q4	$299K	Hold	10,600	–	–	0.02%	492
2025 Q3	$293K	Hold	10,600	–	–	0.03%	486
2025 Q2	$282K	Hold	10,600	–	–	0.03%	455
2025 Q1	$264K	Hold	10,600	–	–	0.03%	422
2024 Q4	$271K	Hold	10,600	–	–	0.03%	395
2024 Q3	$265K	Hold	10,600	–	–	0.03%	377
2024 Q2	$258K	Sell	10,600 -1,900	-15%	-$45.3K	0.03%	364
2024 Q1	$295K	Sell	12,500 -106,269	-89%	-$2.46M	0.04%	331
2023 Q4	$2.7M	Sell	118,769 -3,807	-3%	-$83K	0.43%	49
2023 Q3	$2.6M	Buy	122,576 +2,849	+2%	+$61.6K	0.46%	50
2023 Q2	$2.58M	Buy	119,727 +96,905	+425%	+$2.01M	0.45%	53
2023 Q1	$466K	Buy	22,822 +12,822	+128%	+$257K	0.09%	165
2022 Q4	$197K	Buy	+10,000	New	+$197K	0.04%	276

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clear Creek Financial Management's BUFD Position: Q2 2026 in Review

Clear Creek Financial Management increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 13% in Q2 2026, buying an estimated $39.8K and bringing the position to 11,960 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #483.

Clear Creek Financial Management first reported a position in BUFD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q4 2023. 93 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Clear Creek Financial Management held 11,960 shares of FT Vest Fund of Deep Buffer ETFs worth $355K as of Q2 2026.
Clear Creek Financial Management bought 1,360 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $39.8K.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #483 holding.
Clear Creek Financial Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
Clear Creek Financial Management's FT Vest Fund of Deep Buffer ETFs position peaked at $2.7M in Q4 2023.
93 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.