Envestnet Portfolio Solutions’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Envestnet Portfolio Solutions’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	$248K	Sell	8,332 -44	-0.5%	-$1.29K	﹤0.01%	1279
2026 Q1	$235K	Hold	8,376	–	–	﹤0.01%	1210
2025 Q4	$237K	Buy	8,376 +180	+2%	+$5.02K	﹤0.01%	1399
2025 Q3	$227K	Hold	8,196	–	–	﹤0.01%	1378
2025 Q2	$218K	Sell	8,196 -118,347	-94%	-$2.99M	﹤0.01%	1475
2025 Q1	$3.16M	Sell	126,543 -95,356	-43%	-$2.44M	0.01%	478
2024 Q4	$5.66M	Buy	221,899 +18,672	+9%	+$474K	0.02%	365
2024 Q3	$5.09M	Buy	203,227 +21,543	+12%	+$529K	0.02%	387
2024 Q2	$4.42M	Buy	181,684 +22,357	+14%	+$533K	0.02%	397
2024 Q1	$3.76M	Buy	159,327 +35,251	+28%	+$816K	0.01%	457
2023 Q4	$2.82M	Buy	124,076 +16,119	+15%	+$352K	0.01%	501
2023 Q3	$2.29M	Buy	+107,957	New	+$2.33M	0.01%	514

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

Envestnet Portfolio Solutions's BUFD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 0.53% in Q2 2026, selling an estimated $1.29K and leaving 8,332 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Envestnet Portfolio Solutions first reported a position in BUFD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.66M in Q4 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Envestnet Portfolio Solutions held 8,332 shares of FT Vest Fund of Deep Buffer ETFs worth $248K as of Q2 2026.
Envestnet Portfolio Solutions sold 44 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $1.29K.
FT Vest Fund of Deep Buffer ETFs made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1279 holding.
Envestnet Portfolio Solutions first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's FT Vest Fund of Deep Buffer ETFs position peaked at $5.66M in Q4 2024.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.