CFG
BUFD icon

Cooper Financial Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Cooper Financial Group’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 		– Sell
-9,863
Closed -$276K – 456
2026
Q1 		$276K Sell
9,863
-5,924
-38% -$168K 0.03% 346
2025
Q4 		$446K Sell
15,787
-2,160
-12% -$60.3K 0.05% 253
2025
Q3 		$496K Sell
17,947
-1,534
-8% -$41.5K 0.05% 238
2025
Q2 		$517K Sell
19,481
-1,915
-9% -$48.4K 0.06% 230
2025
Q1 		$534K Sell
21,396
-2,021
-9% -$51.7K 0.07% 234
2024
Q4 		$598K Hold
23,417
– – 0.07% 213
2024
Q3 		$586K Sell
23,417
-2,650
-10% -$65.1K 0.08% 223
2024
Q2 		$634K Sell
26,067
-1,505
-5% -$35.9K 0.09% 190
2024
Q1 		$650K Buy
27,572
+101
+0.4% +$2.34K 0.11% 174
2023
Q4 		$624K Buy
27,471
+2,066
+8% +$45.1K 0.11% 179
2023
Q3 		$540K Buy
25,405
+1,951
+8% +$42.2K 0.13% 183
2023
Q2 		$505K Buy
23,454
+10,022
+75% +$208K 0.13% 186
2023
Q1 		$274K Buy
13,432
+2,766
+26% +$55.5K 0.07% 254
2022
Q4 		$210K Buy
+10,666
New +$210K 0.06% 274

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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cooper Financial Group's BUFD Position: Q2 2026 in Review

Cooper Financial Group sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026, closing a stake of 9,863 shares — an estimated $276K sold.

Cooper Financial Group first reported a position in BUFD in Q4 2022 and held it in 14 quarters. The position peaked at $650K in Q1 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Cooper Financial Group reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2026 after selling out during the quarter.
  • Cooper Financial Group sold 9,863 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $276K.
  • Cooper Financial Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2022 and held it in 14 quarters.
  • Cooper Financial Group's FT Vest Fund of Deep Buffer ETFs position peaked at $650K in Q1 2024.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.