EPG Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

EPG 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
2025 Q2	–	Sell	-10,000	Closed	-$250K	–	327
2025 Q1	$250K	Hold	10,000	–	–	0.07%	209
2024 Q4	$255K	Hold	10,000	–	–	0.07%	210
2024 Q3	$250K	Buy	+10,000	New	+$246K	0.06%	219
2024 Q2	–	Sell	-10,000	Closed	-$238K	–	234
2024 Q1	$236K	Hold	10,000	–	–	0.06%	240
2023 Q4	$231K	Hold	10,000	–	–	0.06%	226
2023 Q3	$213K	Hold	10,000	–	–	0.06%	232
2023 Q2	$215K	Sell	10,000 -1,248	-11%	-$25.9K	0.06%	223
2023 Q1	$230K	Buy	11,248 +1,248	+12%	+$25K	0.07%	215
2022 Q4	$197K	Hold	10,000	–	–	0.07%	212
2022 Q3	$191K	Hold	10,000	–	–	0.08%	204
2022 Q2	$195K	Hold	10,000	–	–	0.08%	211
2022 Q1	$212K	Hold	10,000	–	–	0.07%	226
2021 Q4	$213K	Hold	10,000	–	–	0.07%	221
2021 Q3	$208K	Hold	10,000	–	–	0.08%	205
2021 Q2	$208K	Buy	+10,000	New	+$206K	0.09%	200

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

CWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EPG Wealth Management's BUFD Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2025, closing a stake of 10,000 shares — an estimated $250K sold.

EPG Wealth Management first reported a position in BUFD in Q2 2021 and held it in 15 quarters. The position peaked at $255K in Q4 2024. 168 funds tracked by Wall St. Rank hold BUFD as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 10,000 FT Vest Fund of Deep Buffer ETFs shares in Q2 2025, an estimated $250K.
EPG Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and held it in 15 quarters.
EPG Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $255K in Q4 2024.
168 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.