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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$853K Buy
28,699
+952
+3% +$27.9K 0.01% 1095
2026
Q1
$777K Buy
+27,747
New +$786K 0.01% 994
2024
Q3
Sell
-43,386
Closed -$1.06M 1105
2024
Q2
$1.06M Hold
43,386
0.03% 416
2024
Q1
$1.02M Buy
43,386
+10,854
+33% +$251K 0.04% 366
2023
Q4
$738K Buy
+32,532
New +$710K 0.03% 397

Other funds holding BUFD

Concurrent Investment Advisors's BUFD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 3.4% in Q2 2026, buying an estimated $27.9K and bringing the position to 28,699 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #1095.

Concurrent Investment Advisors first reported a position in BUFD in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Concurrent Investment Advisors held 28,699 shares of FT Vest Fund of Deep Buffer ETFs worth $853K as of Q2 2026.
  • Concurrent Investment Advisors bought 952 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $27.9K.
  • FT Vest Fund of Deep Buffer ETFs made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1095 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $1.06M in Q2 2024.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.