Core Wealth Advisors (Florida)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Core Wealth Advisors (Florida)’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	$451K	Hold	15,189	–	–	0.09%	89
2026 Q1	$425K	Buy	15,189 +7,084	+87%	+$201K	0.1%	74
2025 Q4	$229K	Hold	8,105	–	–	0.06%	87
2025 Q3	$224K	Hold	8,105	–	–	0.06%	88
2025 Q2	$215K	Buy	+8,105	New	+$205K	0.06%	71

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

Core Wealth Advisors (Florida)'s BUFD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 15,189 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #89.

Core Wealth Advisors (Florida) first reported a position in BUFD in Q2 2025 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Core Wealth Advisors (Florida) held 15,189 shares of FT Vest Fund of Deep Buffer ETFs worth $451K as of Q2 2026.
Core Wealth Advisors (Florida) left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.09% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #89 holding.
Core Wealth Advisors (Florida) first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.