Creative Planning’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Creative Planning’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 Q1	$3.52M	Sell	125,718 -2,631	-2%	-$74.5K	﹤0.01%	1445
2025 Q4	$3.62M	Buy	128,349 +2,244	+2%	+$62.6K	﹤0.01%	1237
2025 Q3	$3.49M	Buy	+126,105	New	+$3.42M	﹤0.01%	1099
2024 Q4	–	Sell	-9,787	Closed	-$245K	–	3598
2024 Q3	$245K	Buy	+9,787	New	+$240K	﹤0.01%	2695

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

CWA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Creative Planning's BUFD Position: Q1 2026 in Review

Creative Planning reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 2% in Q1 2026, selling an estimated $74.5K and leaving 125,718 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Creative Planning first reported a position in BUFD in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.62M in Q4 2025. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Creative Planning held 125,718 shares of FT Vest Fund of Deep Buffer ETFs worth $3.52M as of Q1 2026.
Creative Planning sold 2,631 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $74.5K.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1445 holding.
Creative Planning first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and has held it in 4 quarters since.
Creative Planning's FT Vest Fund of Deep Buffer ETFs position peaked at $3.62M in Q4 2025.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.