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

Iams 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	$3.35M	Sell	112,730 -1,266	-1%	-$37.1K	1.01%	26
2026 Q1	$3.19M	Buy	113,996 +7,739	+7%	+$219K	1.11%	20
2025 Q4	$3M	Buy	106,257 +28,412	+36%	+$793K	1.08%	20
2025 Q3	$2.15M	Buy	77,845 +31,615	+68%	+$856K	0.86%	35
2025 Q2	$1.23M	Sell	46,230 -74,237	-62%	-$1.88M	0.56%	57
2025 Q1	$3.01M	Buy	120,467 +24,422	+25%	+$625K	1.38%	13
2024 Q4	$2.45M	Buy	96,045 +22,255	+30%	+$565K	1.12%	25
2024 Q3	$1.85M	Buy	73,790 +3,195	+5%	+$78.5K	0.91%	38
2024 Q2	$1.72M	Buy	70,595 +25,424	+56%	+$606K	0.94%	35
2024 Q1	$1.05M	Sell	45,171 -9,662	-18%	-$224K	0.64%	53
2023 Q4	$1.24M	Sell	54,833 -24,607	-31%	-$537K	0.8%	39
2023 Q3	$1.69M	Buy	+79,440	New	+$1.72M	1.17%	26
2023 Q2	–	Sell	-36,956	Closed	-$768K	–	137
2023 Q1	$749K	Buy	36,956 +12,623	+52%	+$253K	0.62%	55
2022 Q4	$479K	Buy	+24,333	New	+$479K	0.49%	67

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

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

Iams Wealth Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 1.1% in Q2 2026, selling an estimated $37.1K and leaving 112,730 shares worth $3.35M. The position accounts for 1.01% of the portfolio, ranked #26.

Iams Wealth Management first reported a position in BUFD in Q4 2022 and has held it in 14 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Iams Wealth Management held 112,730 shares of FT Vest Fund of Deep Buffer ETFs worth $3.35M as of Q2 2026.
Iams Wealth Management sold 1,266 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $37.1K.
FT Vest Fund of Deep Buffer ETFs made up 1.01% of Iams Wealth Management's portfolio in Q2 2026, its #26 holding.
Iams Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2022 and has held it in 14 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.