GWM
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Gibbs Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Gibbs Wealth 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
2025
Q1 		– Sell
-10,396
Closed -$265K – 309
2024
Q4 		$265K Buy
+10,396
New +$264K 0.07% 246

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GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Legacy Financial Group (Iowa)
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gibbs Wealth Management's BUFD Position: Q1 2025 in Review

Gibbs Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2025, closing a stake of 10,396 shares — an estimated $265K sold.

Gibbs Wealth Management first reported a position in BUFD in Q4 2024 and held it in 1 quarter. The position peaked at $265K in Q4 2024. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

  • Gibbs Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 10,396 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $265K.
  • Gibbs Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and held it in 1 quarter.
  • Gibbs Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $265K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Gibbs Wealth Management's 13F filing for Q1 2025, filed 4 Nov 2025.