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

HB 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	$267K	Hold	8,986	–	–	﹤0.01%	1432
2026 Q1	$252K	Hold	8,986	–	–	﹤0.01%	1321
2025 Q4	$254K	Hold	8,986	–	–	﹤0.01%	1224
2025 Q3	$248K	Hold	8,986	–	–	﹤0.01%	1169
2025 Q2	$239K	Hold	8,986	–	–	﹤0.01%	1035
2025 Q1	$224K	Buy	+8,986	New	+$230K	﹤0.01%	1099

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

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

HB Wealth Management held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 8,986 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

HB Wealth Management first reported a position in BUFD in Q1 2025 and has held it in 6 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

HB Wealth Management held 8,986 shares of FT Vest Fund of Deep Buffer ETFs worth $267K as of Q2 2026.
HB 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 ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1432 holding.
HB Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.