Gladstone Institutional Advisory’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Gladstone Institutional Advisory’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	$2.74M	Sell	92,320 -563	-0.6%	-$16.5K	0.09%	233
2026 Q1	$2.6M	Buy	92,883 +33,716	+57%	+$955K	0.1%	220
2025 Q4	$1.67M	Buy	59,167 +35,660	+152%	+$995K	0.06%	277
2025 Q3	$650K	Hold	23,507	–	–	0.03%	455
2025 Q2	$624K	Sell	23,507 -50,960	-68%	-$1.29M	0.03%	441
2025 Q1	$1.86M	Buy	74,467 +1,850	+3%	+$47.3K	0.09%	238
2024 Q4	$1.85M	Buy	72,617 +4,550	+7%	+$116K	0.09%	233
2024 Q3	$1.7M	Sell	68,067 -1,720	-2%	-$42.3K	0.08%	245
2024 Q2	$1.7M	Buy	69,787 +19,750	+39%	+$470K	0.09%	238
2024 Q1	$1.18M	Buy	+50,037	New	+$1.16M	0.06%	274

Other funds holding BUFD

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

Gladstone Institutional Advisory's BUFD Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 0.61% in Q2 2026, selling an estimated $16.5K and leaving 92,320 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #233.

Gladstone Institutional Advisory first reported a position in BUFD in Q1 2024 and has held it in 10 quarters since. 61 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Gladstone Institutional Advisory held 92,320 shares of FT Vest Fund of Deep Buffer ETFs worth $2.74M as of Q2 2026.
Gladstone Institutional Advisory sold 563 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $16.5K.
FT Vest Fund of Deep Buffer ETFs made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #233 holding.
Gladstone Institutional Advisory first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
61 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.