IWM
BUFD icon

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
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 – 140
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
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
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
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