Cornerstone Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Cornerstone Wealth Management’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	$339K	Buy	11,413 +1,680	+17%	+$49.2K	0.01%	575
2026 Q1	$273K	Buy	9,733 +1,060	+12%	+$30K	0.01%	602
2025 Q4	$245K	Hold	8,673	–	–	0.01%	602
2025 Q3	$240K	Buy	8,673 +854	+11%	+$23.1K	0.01%	594
2025 Q2	$208K	Buy	+7,819	New	+$198K	0.01%	608

Other funds holding BUFD

CWA

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

BCM

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

FIS

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

MAM

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

SPI

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PWP

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

PFS

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

SFS

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

Cornerstone Wealth Management's BUFD Position: Q2 2026 in Review

Cornerstone Wealth Management increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 17% in Q2 2026, buying an estimated $49.2K and bringing the position to 11,413 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #575.

Cornerstone Wealth Management first reported a position in BUFD in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Cornerstone Wealth Management held 11,413 shares of FT Vest Fund of Deep Buffer ETFs worth $339K as of Q2 2026.
Cornerstone Wealth Management bought 1,680 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $49.2K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #575 holding.
Cornerstone Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.