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BUFD icon

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

CreativeOne Wealth’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 		$8.49M Sell
303,348
-19,587
-6% -$555K 0.2% 96
2025
Q4 		$9.12M Buy
322,935
+15,153
+5% +$423K 0.22% 82
2025
Q3 		$8.51M Buy
307,782
+29,823
+11% +$808K 0.21% 89
2025
Q2 		$7.38M Sell
277,959
-2,020
-0.7% -$51.1K 0.19% 100
2025
Q1 		$6.99M Sell
279,979
-206
-0.1% -$5.27K 0.21% 99
2024
Q4 		$7.15M Sell
280,185
-5,543
-2% -$141K 0.22% 93
2024
Q3 		$7.15M Buy
285,728
+34,236
+14% +$841K 0.24% 87
2024
Q2 		$6.12M Buy
251,492
+1,070
+0.4% +$25.5K 0.31% 65
2024
Q1 		$5.91M Buy
250,422
+27,911
+13% +$646K 0.24% 86
2023
Q4 		$5.05M Buy
222,511
+81,518
+58% +$1.78M 0.32% 73
2023
Q3 		$3M Sell
140,993
-33,550
-19% -$725K 0.22% 94
2023
Q2 		$3.76M Buy
174,543
+19,765
+13% +$411K 0.18% 103
2023
Q1 		$3.16M Buy
154,778
+64,909
+72% +$1.3M 0.16% 112
2022
Q4 		$1.77M Buy
89,869
+28,286
+46% +$556K 0.1% 191
2022
Q3 		$1.18M Buy
61,583
+16,295
+36% +$324K 0.07% 236
2022
Q2 		$885K Buy
+45,288
New +$917K 0.05% 283

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
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
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