Financial Strategies Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Financial Strategies Group’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	$1.38M	Buy	47,484 +3,295	+7%	+$93.3K	0.23%	47
2025 Q4	$1.25M	Buy	44,189 +2,023	+5%	+$56.4K	0.23%	48
2025 Q3	$1.18M	Buy	42,166 +655	+2%	+$17.7K	0.22%	48
2025 Q2	$1.11M	Buy	41,511 +1,934	+5%	+$48.9K	0.23%	45
2025 Q1	$964K	Buy	39,577 +389	+1%	+$9.95K	0.23%	44
2024 Q4	$995K	Sell	39,188 -82	-0.2%	-$2.08K	0.24%	43
2024 Q3	$990K	Sell	39,270 -127	-0.3%	-$3.12K	0.23%	42
2024 Q2	$965K	Sell	39,397 -1,366	-3%	-$32.5K	0.24%	43
2024 Q1	$963K	Sell	40,763 -319	-0.8%	-$7.38K	0.26%	40
2023 Q4	$943K	Sell	41,082 -7,477	-15%	-$163K	0.27%	39
2023 Q3	$1.04M	Sell	48,559 -502,147	-91%	-$10.9M	0.33%	41
2023 Q2	$11.9M	Buy	550,706 +64,842	+13%	+$1.35M	3.8%	8
2023 Q1	$9.93M	Buy	485,864 +11,043	+2%	+$222K	3.82%	8
2022 Q4	$9.34M	Sell	474,821 -633	-0.1%	-$12.4K	3.88%	7
2022 Q3	$9.09M	Sell	475,454 -27,489	-5%	-$546K	4.12%	7
2022 Q2	$9.83M	Buy	+502,943	New	+$10.2M	4.12%	8

Other funds holding BUFD

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Financial Strategies Group's BUFD Position: Q1 2026 in Review

Financial Strategies Group increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 7.5% in Q1 2026, buying an estimated $93.3K and bringing the position to 47,484 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #47.

Financial Strategies Group first reported a position in BUFD in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.9M in Q2 2023. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Financial Strategies Group held 47,484 shares of FT Vest Fund of Deep Buffer ETFs worth $1.38M as of Q1 2026.
Financial Strategies Group bought 3,295 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $93.3K.
FT Vest Fund of Deep Buffer ETFs made up 0.23% of Financial Strategies Group's portfolio in Q1 2026, its #47 holding.
Financial Strategies Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2022 and has held it in 16 quarters since.
Financial Strategies Group's FT Vest Fund of Deep Buffer ETFs position peaked at $11.9M in Q2 2023.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.