Family Capital Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Family Capital 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	$1.93M	Sell	64,936 -30,073	-32%	-$880K	0.75%	30
2026 Q1	$2.66M	Buy	95,009 +5,457	+6%	+$154K	1.18%	25
2025 Q4	$2.53M	Buy	89,552 +33,047	+58%	+$922K	1.12%	22
2025 Q3	$1.56M	Buy	56,505 +2,545	+5%	+$68.9K	0.75%	28
2025 Q2	$1.43M	Buy	53,960 +2,033	+4%	+$51.4K	0.75%	28
2025 Q1	$1.3M	Buy	51,927 +6,740	+15%	+$172K	0.8%	27
2024 Q4	$1.15M	Buy	45,187 +8,024	+22%	+$204K	0.7%	30
2024 Q3	$931K	Buy	37,163 +11,812	+47%	+$290K	0.6%	32
2024 Q2	$617K	Buy	25,351 +5,110	+25%	+$122K	0.42%	38
2024 Q1	$477K	Buy	20,241 +3,139	+18%	+$72.6K	0.33%	45
2023 Q4	$388K	Sell	17,102 -371	-2%	-$8.09K	0.28%	46
2023 Q3	$371K	Sell	17,473 -1,380	-7%	-$29.8K	0.25%	50
2023 Q2	$406K	Hold	18,853	–	–	0.25%	47
2023 Q1	$385K	Hold	18,853	–	–	0.17%	44
2022 Q4	$371K	Buy	+18,853	New	+$371K	0.24%	45

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

Family Capital Management's BUFD Position: Q2 2026 in Review

Family Capital Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 32% in Q2 2026, selling an estimated $880K and leaving 64,936 shares worth $1.93M. The position accounts for 0.75% of the portfolio, ranked #30.

Family Capital Management first reported a position in BUFD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q1 2026. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Family Capital Management held 64,936 shares of FT Vest Fund of Deep Buffer ETFs worth $1.93M as of Q2 2026.
Family Capital Management sold 30,073 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $880K.
FT Vest Fund of Deep Buffer ETFs made up 0.75% of Family Capital Management's portfolio in Q2 2026, its #30 holding.
Family Capital Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
Family Capital Management's FT Vest Fund of Deep Buffer ETFs position peaked at $2.66M in Q1 2026.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.