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

Goldenstone 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 		$319K Hold
10,750
– – 0.21% 66
2026
Q1 		$301K Hold
10,750
– – 0.22% 68
2025
Q4 		$304K Buy
+10,750
New +$300K 0.23% 66

Other funds holding BUFD

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldenstone Wealth Management's BUFD Position: Q2 2026 in Review

Goldenstone Wealth Management held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 10,750 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #66.

Goldenstone Wealth Management first reported a position in BUFD in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Goldenstone Wealth Management held 10,750 shares of FT Vest Fund of Deep Buffer ETFs worth $319K as of Q2 2026.
  • Goldenstone 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 0.21% of Goldenstone Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Goldenstone Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.