Independent Financial Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Independent Financial Group’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	$289K	Buy	9,731 +641	+7%	+$18.8K	0.01%	1265
2026 Q1	$255K	Buy	+9,090	New	+$257K	0.01%	1242
2025 Q1	–	Sell	-43,044	Closed	-$1.1M	–	1189
2024 Q4	$1.1M	Sell	43,044 -15,643	-27%	-$397K	0.04%	456
2024 Q3	$1.47M	Buy	58,687 +31,159	+113%	+$766K	0.05%	341
2024 Q2	$669K	Buy	+27,528	New	+$656K	0.03%	511

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

Independent Financial Group's BUFD Position: Q2 2026 in Review

Independent Financial Group increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 7.1% in Q2 2026, buying an estimated $18.8K and bringing the position to 9,731 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1265.

Independent Financial Group first reported a position in BUFD in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2024. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Independent Financial Group held 9,731 shares of FT Vest Fund of Deep Buffer ETFs worth $289K as of Q2 2026.
Independent Financial Group bought 641 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $18.8K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1265 holding.
Independent Financial Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2024 and has held it in 5 quarters since.
Independent Financial Group's FT Vest Fund of Deep Buffer ETFs position peaked at $1.47M in Q3 2024.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.