Harvest Investment Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Harvest Investment Services’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	$759K	Hold	25,529	–	–	0.12%	190
2026 Q1	$715K	Hold	25,529	–	–	0.13%	157
2025 Q4	$721K	Buy	25,529 +4,124	+19%	+$115K	0.14%	153
2025 Q3	$592K	Sell	21,405 -49	-0.2%	-$1.33K	0.12%	177
2025 Q2	$570K	Sell	21,454 -1,203	-5%	-$30.4K	0.13%	182
2025 Q1	$565K	Sell	22,657 -1,841	-8%	-$47.1K	0.16%	144
2024 Q4	$625K	Buy	24,498 +14,707	+150%	+$373K	0.15%	154
2024 Q3	$245K	Buy	+9,791	New	+$241K	0.08%	195

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

Harvest Investment Services's BUFD Position: Q2 2026 in Review

Harvest Investment Services held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 25,529 shares worth $759K. The position accounts for 0.12% of the portfolio, ranked #190.

Harvest Investment Services first reported a position in BUFD in Q3 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Harvest Investment Services held 25,529 shares of FT Vest Fund of Deep Buffer ETFs worth $759K as of Q2 2026.
Harvest Investment Services left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.12% of Harvest Investment Services's portfolio in Q2 2026, its #190 holding.
Harvest Investment Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.