Compass Financial Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Compass Financial Services’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	$2.86M	Buy	96,376 +12,667	+15%	+$371K	1.07%	22
2026 Q1	$2.34M	Buy	83,709 +78,209	+1,422%	+$2.21M	1.02%	23
2025 Q4	$155K	Hold	5,500	–	–	0.07%	58
2025 Q3	$152K	Buy	+5,500	New	+$149K	0.07%	58

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

Compass Financial Services's BUFD Position: Q2 2026 in Review

Compass Financial Services increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 15% in Q2 2026, buying an estimated $371K and bringing the position to 96,376 shares worth $2.86M. The position accounts for 1.07% of the portfolio, ranked #22.

Compass Financial Services first reported a position in BUFD in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Compass Financial Services held 96,376 shares of FT Vest Fund of Deep Buffer ETFs worth $2.86M as of Q2 2026.
Compass Financial Services bought 12,667 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $371K.
FT Vest Fund of Deep Buffer ETFs made up 1.07% of Compass Financial Services's portfolio in Q2 2026, its #22 holding.
Compass Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Compass Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.