Kestra Advisory Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Kestra Advisory Services’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	$26.1M	Buy	877,996 +11,415	+1%	+$334K	0.08%	250
2026 Q1	$24.3M	Buy	866,581 +132,485	+18%	+$3.75M	0.09%	230
2025 Q4	$20.7M	Buy	734,096 +34,626	+5%	+$966K	0.09%	237
2025 Q3	$19.3M	Buy	699,470 +270,581	+63%	+$7.33M	0.09%	224
2025 Q2	$11.4M	Sell	428,889 -1,179	-0.3%	-$29.8K	0.06%	341
2025 Q1	$10.7M	Buy	430,068 +274,548	+177%	+$7.02M	0.05%	329
2024 Q4	$3.97M	Buy	155,520 +11,594	+8%	+$294K	0.02%	666
2024 Q3	$3.6M	Sell	143,926 -20,192	-12%	-$496K	0.02%	695
2024 Q2	$3.99M	Buy	164,118 +17,984	+12%	+$428K	0.02%	674
2024 Q1	$3.45M	Sell	146,134 -129,794	-47%	-$3M	0.02%	657
2023 Q4	$6.26M	Buy	275,928 +140,985	+104%	+$3.08M	0.05%	383
2023 Q3	$2.87M	Sell	134,943 -21,010	-13%	-$454K	0.03%	565
2023 Q2	$3.36M	Buy	155,953 +11,518	+8%	+$239K	0.03%	507
2023 Q1	$2.95M	Sell	144,435 -532,416	-79%	-$10.7M	0.03%	512
2022 Q4	$13.3M	Buy	676,851 +37,979	+6%	+$747K	0.12%	205
2022 Q3	$12.2M	Buy	638,872 +507,808	+387%	+$10.1M	0.13%	185
2022 Q2	$2.56M	Buy	131,064 +824	+0.6%	+$16.7K	0.03%	580
2022 Q1	$2.76M	Buy	130,240 +100,734	+341%	+$2.11M	0.03%	565
2021 Q4	$629K	Buy	29,506 +7,658	+35%	+$162K	0.01%	1193
2021 Q3	$454K	Buy	21,848 +4,461	+26%	+$93K	﹤0.01%	1440
2021 Q2	$361K	Buy	+17,387	New	+$358K	﹤0.01%	1459

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

Kestra Advisory Services's BUFD Position: Q2 2026 in Review

Kestra Advisory Services increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 1.3% in Q2 2026, buying an estimated $334K and bringing the position to 877,996 shares worth $26.1M. The position accounts for 0.08% of the portfolio, ranked #250.

Kestra Advisory Services first reported a position in BUFD in Q2 2021 and has held it in 21 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Kestra Advisory Services held 877,996 shares of FT Vest Fund of Deep Buffer ETFs worth $26.1M as of Q2 2026.
Kestra Advisory Services bought 11,415 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $334K.
FT Vest Fund of Deep Buffer ETFs made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #250 holding.
Kestra Advisory Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 21 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.