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 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%	+$9.88K	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWA

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Echo Wealth Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 0.04% in Q2 2026, selling an estimated $498 and leaving 47,643 shares worth $1.42M. The position accounts for 0.72% of the portfolio, ranked #21.

Echo Wealth Management first reported a position in BUFD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.45M in Q2 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Echo Wealth Management held 47,643 shares of FT Vest Fund of Deep Buffer ETFs worth $1.42M as of Q2 2026.
Echo Wealth Management sold 17 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $498.
FT Vest Fund of Deep Buffer ETFs made up 0.72% of Echo Wealth Management's portfolio in Q2 2026, its #21 holding.
Echo Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2022 and has held it in 16 quarters since.
Echo Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $1.45M in Q2 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.