Golden State Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Golden State 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
2026 Q2	$265K	Hold	8,915	–	–	0.02%	373
2026 Q1	$250K	Hold	8,915	–	–	0.03%	357
2025 Q4	$252K	Hold	8,915	–	–	0.03%	356
2025 Q3	$246K	Sell	8,915 -1,365	-13%	-$37K	0.03%	343
2025 Q2	$273K	Hold	10,280	–	–	0.03%	319
2025 Q1	$256K	Sell	10,280 -20,137	-66%	-$515K	0.04%	308
2024 Q4	$776K	Buy	+30,417	New	+$772K	0.12%	144

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

Golden State Wealth Management's BUFD Position: Q2 2026 in Review

Golden State Wealth Management held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 8,915 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #373.

Golden State Wealth Management first reported a position in BUFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $776K in Q4 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Golden State Wealth Management held 8,915 shares of FT Vest Fund of Deep Buffer ETFs worth $265K as of Q2 2026.
Golden State Wealth Management left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #373 holding.
Golden State Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $776K in Q4 2024.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.