Dynamic Advisor Solutions’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Dynamic Advisor Solutions’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
2025 Q4	–	Sell	-14,856	Closed	-$411K	–	941
2025 Q3	$411K	Sell	14,856 -1,905	-11%	-$51.6K	0.01%	686
2025 Q2	$445K	Sell	16,761 -3,430	-17%	-$86.7K	0.01%	632
2025 Q1	$504K	Sell	20,191 -5,577	-22%	-$143K	0.02%	581
2024 Q4	$658K	Sell	25,768 -77	-0.3%	-$1.96K	0.03%	386
2024 Q3	$647K	Sell	25,845 -4,916	-16%	-$121K	0.02%	562
2024 Q2	$748K	Sell	30,761 -2,497	-8%	-$59.5K	0.02%	524
2024 Q1	$785K	Buy	33,258 +3,562	+12%	+$82.4K	0.03%	490
2023 Q4	$670K	Sell	29,696 -6,089	-17%	-$133K	0.03%	510
2023 Q3	$760K	Sell	35,785 -350	-1%	-$7.57K	0.04%	416
2023 Q2	$778K	Buy	+36,135	New	+$751K	0.04%	397

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Dynamic Advisor Solutions's BUFD Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2025, closing a stake of 14,856 shares — an estimated $411K sold.

Dynamic Advisor Solutions first reported a position in BUFD in Q2 2023 and held it in 10 quarters. The position peaked at $785K in Q1 2024. 196 funds tracked by Wall St. Rank hold BUFD as of Q4 2025.

Dynamic Advisor Solutions reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 14,856 FT Vest Fund of Deep Buffer ETFs shares in Q4 2025, an estimated $411K.
Dynamic Advisor Solutions first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2023 and held it in 10 quarters.
Dynamic Advisor Solutions's FT Vest Fund of Deep Buffer ETFs position peaked at $785K in Q1 2024.
196 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.