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 Q3	–	Sell	-9,731	Closed	-$289K	–	1590
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Independent Financial Group's BUFD Position: Q3 2026 in Review

Independent Financial Group sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2026, closing a stake of 9,731 shares — an estimated $289K sold.

Independent Financial Group first reported a position in BUFD in Q2 2024 and held it in 5 quarters. The position peaked at $1.47M in Q3 2024. 11 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

Independent Financial Group reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2026 after selling out during the quarter.
Independent Financial Group sold 9,731 FT Vest Fund of Deep Buffer ETFs shares in Q3 2026, an estimated $289K.
Independent Financial Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2024 and held it in 5 quarters.
Independent Financial Group's FT Vest Fund of Deep Buffer ETFs position peaked at $1.47M in Q3 2024.
11 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.