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

Envestnet 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	$90.2M	Sell	3,033,853 -10,268	-0.3%	-$301K	0.02%	610
2026 Q1	$85.2M	Buy	3,044,121 +250,015	+9%	+$7.08M	0.02%	587
2025 Q4	$78.9M	Sell	2,794,106 -801,083	-22%	-$22.3M	0.02%	569
2025 Q3	$99.4M	Buy	3,595,189 +115,140	+3%	+$3.12M	0.03%	507
2025 Q2	$92.4M	Buy	3,480,049 +45,259	+1%	+$1.14M	0.03%	517
2025 Q1	$85.7M	Buy	3,434,790 +160,830	+5%	+$4.11M	0.03%	523
2024 Q4	$83.6M	Sell	3,273,960 -43,067	-1%	-$1.09M	0.03%	525
2024 Q3	$83.1M	Buy	3,317,027 +173,060	+6%	+$4.25M	0.03%	534
2024 Q2	$76.5M	Buy	3,143,967 +373,034	+13%	+$8.89M	0.03%	515
2024 Q1	$65.4M	Buy	2,770,933 +27,213	+1%	+$630K	0.02%	564
2023 Q4	$62.3M	Buy	2,743,720 +58,932	+2%	+$1.29M	0.03%	532
2023 Q3	$57.1M	Sell	2,684,788 -521,321	-16%	-$11.3M	0.03%	530
2023 Q2	$69.1M	Buy	3,206,109 +346,548	+12%	+$7.2M	0.03%	441
2023 Q1	$58.4M	Sell	2,859,561 -122,508	-4%	-$2.46M	0.03%	452
2022 Q4	$58.7M	Buy	2,982,069 +574,452	+24%	+$11.3M	0.03%	439
2022 Q3	$46M	Buy	2,407,617 +181,739	+8%	+$3.61M	0.03%	454
2022 Q2	$43.5M	Buy	2,225,878 +855,792	+62%	+$17.3M	0.02%	479
2022 Q1	$29.1M	Buy	1,370,086 +853,886	+165%	+$17.9M	0.01%	681
2021 Q4	$11M	Buy	516,200 +494,403	+2,268%	+$10.4M	0.01%	1134
2021 Q3	$453K	Buy	21,797 +9,139	+72%	+$190K	﹤0.01%	3024
2021 Q2	$263K	Buy	+12,658	New	+$261K	﹤0.01%	3364

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

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Envestnet Asset Management's BUFD Position: Q2 2026 in Review

Envestnet Asset Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 0.34% in Q2 2026, selling an estimated $301K and leaving 3,033,853 shares worth $90.2M. The position accounts for 0.02% of the portfolio, ranked #610.

Envestnet Asset Management first reported a position in BUFD in Q2 2021 and has held it in 21 quarters since. The position peaked at $99.4M in Q3 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Envestnet Asset Management held 3,033,853 shares of FT Vest Fund of Deep Buffer ETFs worth $90.2M as of Q2 2026.
Envestnet Asset Management sold 10,268 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $301K.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #610 holding.
Envestnet Asset Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 21 quarters since.
Envestnet Asset Management's FT Vest Fund of Deep Buffer ETFs position peaked at $99.4M in Q3 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.