Essex Financial Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Essex Financial Services’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	$251K	Sell	8,442 -200	-2%	-$5.85K	0.01%	711
2026 Q1	$242K	Sell	8,642 -620	-7%	-$17.6K	0.01%	688
2025 Q4	$262K	Buy	9,262 +360	+4%	+$10K	0.01%	654
2025 Q3	$246K	Hold	8,902	–	–	0.01%	633
2025 Q2	$236K	Hold	8,902	–	–	0.02%	615
2025 Q1	$222K	Buy	8,902 +900	+11%	+$23K	0.02%	581
2024 Q4	$204K	Sell	8,002 -850	-10%	-$21.6K	0.01%	604
2024 Q3	$224K	Buy	+8,852	New	+$217K	0.02%	572

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Essex Financial Services's BUFD Position: Q2 2026 in Review

Essex Financial Services reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 2.3% in Q2 2026, selling an estimated $5.85K and leaving 8,442 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #711.

Essex Financial Services first reported a position in BUFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $262K in Q4 2025. 166 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Essex Financial Services held 8,442 shares of FT Vest Fund of Deep Buffer ETFs worth $251K as of Q2 2026.
Essex Financial Services sold 200 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $5.85K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #711 holding.
Essex Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
Essex Financial Services's FT Vest Fund of Deep Buffer ETFs position peaked at $262K in Q4 2025.
166 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.