Global Retirement Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Global Retirement Partners’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	$753K	Buy	+25,328	New	+$741K	0.01%	851
2025 Q4	$616K	Buy	21,797 +298	+1%	+$8.31K	0.01%	850
2025 Q3	$594K	Hold	21,499	–	–	0.01%	708
2025 Q2	$571K	Buy	+21,499	New	+$543K	0.01%	667
2024 Q4	$549K	Buy	+21,499	New	+$546K	0.02%	604
2021 Q4	–	Sell	-1,211	Closed	-$25K	–	437
2021 Q3	$25K	Hold	1,211	–	–	﹤0.01%	1128
2021 Q2	$25K	Buy	+1,211	New	+$24.9K	﹤0.01%	1110

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

Global Retirement Partners's BUFD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026: 25,328 shares worth $753K. The stake represents 0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BUFD as recently as Q4 2025.

Global Retirement Partners first reported a position in BUFD in Q2 2021 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Global Retirement Partners held 25,328 shares of FT Vest Fund of Deep Buffer ETFs worth $753K as of Q2 2026.
FT Vest Fund of Deep Buffer ETFs was a new Global Retirement Partners position in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #851 holding.
Global Retirement Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 7 quarters since.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.