Encompass More Asset Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Encompass More Asset 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	$261K	Buy	8,780 +10	+0.1%	+$293	0.04%	237
2026 Q1	$246K	Sell	8,770 -187	-2%	-$5.29K	0.04%	214
2025 Q4	$253K	Sell	8,957 -100	-1%	-$2.79K	0.05%	215
2025 Q3	$250K	Buy	+9,057	New	+$245K	0.05%	206
2024 Q4	–	Sell	-8,146	Closed	-$204K	–	193
2024 Q3	$204K	Buy	+8,146	New	+$200K	0.08%	177

Other funds holding BUFD

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return