Great Valley Advisor Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Great Valley Advisor Group’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 Q1	$409K	Buy	14,621 +700	+5%	+$19.8K	0.01%	736
2025 Q4	$393K	Buy	13,921 +5,000	+56%	+$139K	0.01%	702
2025 Q3	$246K	Sell	8,921 -2,675	-23%	-$72.5K	﹤0.01%	828
2025 Q2	$308K	Sell	11,596 -151	-1%	-$3.82K	0.01%	740
2025 Q1	$293K	Buy	+11,747	New	+$300K	0.01%	734

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

CWA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Great Valley Advisor Group's BUFD Position: Q1 2026 in Review

Great Valley Advisor Group increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 5% in Q1 2026, buying an estimated $19.8K and bringing the position to 14,621 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #736.

Great Valley Advisor Group first reported a position in BUFD in Q1 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Great Valley Advisor Group held 14,621 shares of FT Vest Fund of Deep Buffer ETFs worth $409K as of Q1 2026.
Great Valley Advisor Group bought 700 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $19.8K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #736 holding.
Great Valley Advisor Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.