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Foundations Investment Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Foundations Investment Advisors’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 		– Sell
-7,248
Closed -$205K – 1171
2025
Q4 		$205K Sell
7,248
-3,770
-34% -$105K ﹤0.01% 1055
2025
Q3 		$305K Sell
11,018
-39,140
-78% -$1.06M ﹤0.01% 850
2025
Q2 		$1.33M Sell
50,158
-6,366
-11% -$161K 0.02% 371
2025
Q1 		$1.41M Sell
56,524
-7,883
-12% -$202K 0.03% 342
2024
Q4 		$1.64M Buy
64,407
+2,887
+5% +$73.3K 0.03% 319
2024
Q3 		$1.54M Sell
61,520
-2,328
-4% -$57.2K 0.03% 303
2024
Q2 		$1.55M Sell
63,848
-726
-1% -$17.3K 0.04% 269
2024
Q1 		$1.52M Sell
64,574
-37,023
-36% -$857K 0.04% 261
2023
Q4 		$2.34M Sell
101,597
-6,150
-6% -$134K 0.06% 212
2023
Q3 		$2.29M Sell
107,747
-11,204
-9% -$242K 0.07% 202
2023
Q2 		$2.56M Sell
118,951
-16,499
-12% -$343K 0.08% 159
2023
Q1 		$2.77M Buy
135,450
+24,843
+22% +$498K 0.1% 129
2022
Q4 		$2.18M Sell
110,607
-12,045
-10% -$237K 0.09% 124
2022
Q3 		$2.34M Sell
122,652
-1,273
-1% -$25.3K 0.1% 88
2022
Q2 		$2.43M Buy
+123,925
New +$2.51M 0.1% 87

Other funds holding BUFD

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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 $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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Foundations Investment Advisors's BUFD Position: Q1 2026 in Review

Foundations Investment Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2026, closing a stake of 7,248 shares — an estimated $205K sold.

Foundations Investment Advisors first reported a position in BUFD in Q2 2022 and held it in 15 quarters. The position peaked at $2.77M in Q1 2023. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

  • Foundations Investment Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,248 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $205K.
  • Foundations Investment Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2022 and held it in 15 quarters.
  • Foundations Investment Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $2.77M in Q1 2023.
  • 192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.