IAA
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Independent Advisor Alliance’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-265,923
Closed -$7.45M – 1107
2026
Q1 		$7.45M Buy
+265,923
New +$7.53M 0.08% 227
2025
Q1 		– Sell
-277,556
Closed -$7.08M – 872
2024
Q4 		$7.08M Buy
+277,556
New +$7.05M 0.09% 207

Other funds holding BUFD

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's BUFD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026, closing a stake of 265,923 shares — an estimated $7.45M sold.

Independent Advisor Alliance first reported a position in BUFD in Q4 2024 and held it in 2 quarters. The position peaked at $7.45M in Q1 2026. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 265,923 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $7.45M.
  • Independent Advisor Alliance first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's FT Vest Fund of Deep Buffer ETFs position peaked at $7.45M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.