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Global Trust Asset Management’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Global Trust Asset Management’s Portfolio FBUF Stock Details FBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
36,965
+15,992
+76% +$506K 0.37% 52
2026
Q1 		$631K Buy
20,973
+8,421
+67% +$260K 0.24% 69
2025
Q4 		$388K Buy
+12,552
New +$381K 0.15% 95

Other funds holding FBUF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Global Trust Asset Management's FBUF Position: Q2 2026 in Review

Global Trust Asset Management increased its Fidelity Dynamic Buffered Equity ETF (FBUF) stake by 76% in Q2 2026, buying an estimated $506K and bringing the position to 36,965 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #52.

Global Trust Asset Management first reported a position in FBUF in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold FBUF as of Q2 2026.

  • Global Trust Asset Management held 36,965 shares of Fidelity Dynamic Buffered Equity ETF worth $1.19M as of Q2 2026.
  • Global Trust Asset Management bought 15,992 Fidelity Dynamic Buffered Equity ETF shares in Q2 2026, an estimated $506K.
  • Fidelity Dynamic Buffered Equity ETF made up 0.37% of Global Trust Asset Management's portfolio in Q2 2026, its #52 holding.
  • Global Trust Asset Management first reported a position in Fidelity Dynamic Buffered Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.