JCM
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Jacobi Capital Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Jacobi Capital 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 		$6.36M Buy
227,172
+29,426
+15% +$833K 0.36% 51
2025
Q4 		$5.58M Sell
197,746
-3,687
-2% -$103K 0.32% 57
2025
Q3 		$5.57M Buy
201,433
+1,070
+0.5% +$29K 0.34% 54
2025
Q2 		$5.32M Buy
200,363
+14,399
+8% +$364K 0.35% 54
2025
Q1 		$4.64M Buy
185,964
+9,164
+5% +$234K 0.34% 53
2024
Q4 		$4.51M Buy
176,800
+50,315
+40% +$1.28M 0.34% 54
2024
Q3 		$3.17M Buy
126,485
+38,670
+44% +$950K 0.24% 81
2024
Q2 		$2.14M Sell
87,815
-23,822
-21% -$567K 0.19% 105
2024
Q1 		$2.63M Buy
111,637
+94,908
+567% +$2.2M 0.24% 73
2023
Q4 		$380K Buy
+16,729
New +$365K 0.04% 336

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