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

Echo 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 Q3	$1.6M	Buy	52,742 +5,099	+11%	+$154K	0.79%	20
2026 Q2	$1.42M	Sell	47,643 -17	-0%	-$498	0.72%	21
2026 Q1	$1.33M	Sell	47,660 -1,872	-4%	-$53K	0.77%	20
2025 Q4	$1.4M	Sell	49,532 -575	-1%	-$16K	0.82%	23
2025 Q3	$1.38M	Sell	50,107 -4,478	-8%	-$121K	0.81%	23
2025 Q2	$1.45M	Buy	54,585 +5,048	+10%	+$128K	0.89%	22
2025 Q1	$1.24M	Buy	49,537 +29,948	+153%	+$766K	0.84%	23
2024 Q4	$500K	Buy	19,589 +6,859	+54%	+$174K	0.35%	31
2024 Q3	$320K	Buy	12,730 +4	+0%	+$98	0.22%	34
2024 Q2	$309K	Buy	12,726 +457	+4%	+$10.9K	0.23%	34
2024 Q1	$289K	Buy	12,269 +427	+4%	+$9.9K	0.24%	36
2023 Q4	$269K	Buy	11,842 +1,042	+10%	+$22.7K	0.25%	35
2023 Q3	$230K	Sell	10,800 -685	-6%	-$14.8K	0.25%	36
2023 Q2	$250K	Buy	11,485 +234	+2%	+$4.86K	0.27%	35
2023 Q1	$230K	Sell	11,251 -16,138	-59%	-$324K	0.25%	36
2022 Q4	$548K	Buy	27,389 +9,259	+51%	+$182K	0.58%	27
2022 Q3	$354K	Buy	+18,130	New	+$360K	0.47%	29

Other funds holding BUFD

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Echo Wealth Management's BUFD Position: Q3 2026 in Review

Echo Wealth Management increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 11% in Q3 2026, buying an estimated $154K and bringing the position to 52,742 shares worth $1.6M. The position accounts for 0.79% of the portfolio, ranked #20.

Echo Wealth Management first reported a position in BUFD in Q3 2022 and has held it in 17 quarters since. 30 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

Echo Wealth Management held 52,742 shares of FT Vest Fund of Deep Buffer ETFs worth $1.6M as of Q3 2026.
Echo Wealth Management bought 5,099 FT Vest Fund of Deep Buffer ETFs shares in Q3 2026, an estimated $154K.
FT Vest Fund of Deep Buffer ETFs made up 0.79% of Echo Wealth Management's portfolio in Q3 2026, its #20 holding.
Echo Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2022 and has held it in 17 quarters since.
30 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.