EH
BUFD icon

Equitable Holdings’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Equitable Holdings’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
Q1 		$4.16M Buy
147,408
+11,432
+8% +$324K 0.03% 501
2025
Q4 		$3.84M Buy
135,976
+11,770
+9% +$328K 0.03% 440
2025
Q3 		$3.43M Buy
124,206
+43,407
+54% +$1.18M 0.03% 451
2025
Q2 		$2.15M Buy
80,799
+5,483
+7% +$139K 0.02% 541
2025
Q1 		$1.88M Buy
75,316
+4,395
+6% +$112K 0.02% 529
2024
Q4 		$1.81M Buy
70,921
+25,537
+56% +$648K 0.02% 507
2024
Q3 		$1.14M Buy
45,384
+10,126
+29% +$249K 0.01% 646
2024
Q2 		$857K Buy
35,258
+9,720
+38% +$232K 0.01% 687
2024
Q1 		$602K Buy
+25,538
New +$591K 0.01% 746

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return