Fischer Investment Strategies’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Fischer Investment Strategies’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	$21M	Sell	708,015 -11,720	-2%	-$343K	10.04%	4
2026 Q1	$20.2M	Buy	719,735 +108,287	+18%	+$3.07M	11.76%	2
2025 Q4	$17.3M	Sell	611,448 -11,108	-2%	-$310K	10.06%	2
2025 Q3	$17.2M	Buy	622,556 +53,346	+9%	+$1.44M	10.32%	2
2025 Q2	$15.1M	Buy	569,210 +82,725	+17%	+$2.09M	10.15%	2
2025 Q1	$12.1M	Buy	+486,485	New	+$12.4M	8.94%	3

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

Fischer Investment Strategies's BUFD Position: Q2 2026 in Review

Fischer Investment Strategies reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 1.6% in Q2 2026, selling an estimated $343K and leaving 708,015 shares worth $21M. The position accounts for 10.04% of the portfolio, ranked #4.

Fischer Investment Strategies first reported a position in BUFD in Q1 2025 and has held it in 6 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Fischer Investment Strategies held 708,015 shares of FT Vest Fund of Deep Buffer ETFs worth $21M as of Q2 2026.
Fischer Investment Strategies sold 11,720 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $343K.
FT Vest Fund of Deep Buffer ETFs made up 10.04% of Fischer Investment Strategies's portfolio in Q2 2026, its #4 holding.
Fischer Investment Strategies first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.