CWP
BUFD icon

Concord Wealth Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-3,360
Closed -$94.9K – 275
2025
Q4 		$94.9K Hold
3,360
– – 0.01% 261
2025
Q3 		$92.9K Buy
+3,360
New +$91K 0.01% 261

Other funds holding BUFD

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Concord Wealth Partners's BUFD Position: Q1 2026 in Review

Concord Wealth Partners sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2026, closing a stake of 3,360 shares — an estimated $94.9K sold.

Concord Wealth Partners first reported a position in BUFD in Q3 2025 and held it in 2 quarters. The position peaked at $94.9K in Q4 2025. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

  • Concord Wealth Partners reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 3,360 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $94.9K.
  • Concord Wealth Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and held it in 2 quarters.
  • Concord Wealth Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $94.9K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.