EdgeRock Capital’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

EdgeRock Capital’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	$818K	Hold	27,524	–	–	0.19%	56
2026 Q1	$771K	Hold	27,524	–	–	0.21%	48
2025 Q4	$777K	Hold	27,524	–	–	0.21%	49
2025 Q3	$761K	Hold	27,524	–	–	0.21%	50
2025 Q2	$731K	Hold	27,524	–	–	0.23%	47
2025 Q1	$687K	Hold	27,524	–	–	0.49%	31
2024 Q4	$702K	Hold	27,524	–	–	0.46%	31
2024 Q3	$689K	Hold	27,524	–	–	0.48%	29
2024 Q2	$669K	Sell	27,524 -500	-2%	-$11.9K	0.52%	22
2024 Q1	$661K	Hold	28,024	–	–	0.53%	22
2023 Q4	$647K	Buy	+28,024	New	+$611K	0.47%	25
2023 Q3	–	Sell	-28,024	Closed	-$604K	–	64
2023 Q2	$604K	Sell	28,024 -3,596	-11%	-$74.7K	0.29%	26
2023 Q1	$646K	Hold	31,620	–	–	0.33%	26
2022 Q4	$622K	Buy	31,620 +26,939	+575%	+$530K	0.35%	23
2022 Q3	$89K	Buy	+4,681	New	+$92.9K	0.05%	81

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

EdgeRock Capital's BUFD Position: Q2 2026 in Review

EdgeRock Capital held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 27,524 shares worth $818K. The position accounts for 0.19% of the portfolio, ranked #56.

EdgeRock Capital first reported a position in BUFD in Q3 2022 and has held it in 15 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

EdgeRock Capital held 27,524 shares of FT Vest Fund of Deep Buffer ETFs worth $818K as of Q2 2026.
EdgeRock Capital left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.19% of EdgeRock Capital's portfolio in Q2 2026, its #56 holding.
EdgeRock Capital first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2022 and has held it in 15 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.