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

Core 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 Q2	$221K	Buy	+7,438	New	+$218K	0.09%	173

Other funds holding BUFD

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Core Wealth Partners's BUFD Position: Q2 2026 in Review

Core Wealth Partners opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026: 7,438 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #173 among its holdings.

55 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Core Wealth Partners held 7,438 shares of FT Vest Fund of Deep Buffer ETFs worth $221K as of Q2 2026.
FT Vest Fund of Deep Buffer ETFs was a new Core Wealth Partners position in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.09% of Core Wealth Partners's portfolio in Q2 2026, its #173 holding.
55 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.