Harbour Investments’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Harbour Investments’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	$24M	Buy	857,687 +215,587	+34%	+$6.1M	0.37%	50
2025 Q4	$18.1M	Buy	642,100 +37,359	+6%	+$1.04M	0.37%	52
2025 Q3	$16.7M	Buy	604,741 +78,579	+15%	+$2.13M	0.38%	46
2025 Q2	$14M	Buy	526,162 +34,118	+7%	+$862K	0.35%	49
2025 Q1	$12.3M	Sell	492,044 -5,920	-1%	-$151K	0.35%	47
2024 Q4	$12.7M	Buy	497,964 +101,518	+26%	+$2.58M	0.36%	45
2024 Q3	$9.93M	Buy	396,446 +31,960	+9%	+$785K	0.3%	55
2024 Q2	$8.86M	Buy	364,486 +113,023	+45%	+$2.69M	0.3%	61
2024 Q1	$5.93M	Buy	251,463 +14,611	+6%	+$338K	0.21%	91
2023 Q4	$5.38M	Buy	236,852 +19,333	+9%	+$422K	0.22%	81
2023 Q3	$4.62M	Buy	217,519 +59,234	+37%	+$1.28M	0.23%	80
2023 Q2	$3.41M	Sell	158,285 -4,390	-3%	-$91.2K	0.17%	119
2023 Q1	$3.32M	Buy	162,675 +5,144	+3%	+$103K	0.18%	103
2022 Q4	$3.1M	Sell	157,531 -81,452	-34%	-$1.6M	0.19%	103
2022 Q3	$4.67M	Hold	238,983	–	–	0.32%	52
2022 Q2	$4.67M	Buy	+238,983	New	+$4.84M	0.32%	52
2021 Q4	$12.5M	Buy	584,603 +576,884	+7,474%	+$12.2M	0.74%	26
2021 Q3	$160K	Buy	7,719 +4,344	+129%	+$90.5K	0.01%	1129
2021 Q2	$70K	Buy	+3,375	New	+$69.5K	﹤0.01%	1600

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

Harbour Investments's BUFD Position: Q1 2026 in Review

Harbour Investments increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 34% in Q1 2026, buying an estimated $6.1M and bringing the position to 857,687 shares worth $24M. The position accounts for 0.37% of the portfolio, ranked #50.

Harbour Investments first reported a position in BUFD in Q2 2021 and has held it in 19 quarters since. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Harbour Investments held 857,687 shares of FT Vest Fund of Deep Buffer ETFs worth $24M as of Q1 2026.
Harbour Investments bought 215,587 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $6.1M.
FT Vest Fund of Deep Buffer ETFs made up 0.37% of Harbour Investments's portfolio in Q1 2026, its #50 holding.
Harbour Investments first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 19 quarters since.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.