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

Kestra Private Wealth 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	$12M	Sell	402,580 -6,250	-2%	-$183K	0.13%	165
2026 Q1	$11.4M	Sell	408,830 -143,961	-26%	-$4.08M	0.14%	160
2025 Q4	$15.6M	Sell	552,791 -20,518	-4%	-$572K	0.19%	115
2025 Q3	$15.8M	Sell	573,309 -148,559	-21%	-$4.02M	0.21%	105
2025 Q2	$19.2M	Buy	721,868 +608,363	+536%	+$15.4M	0.28%	73
2025 Q1	$2.83M	Buy	113,505 +88,204	+349%	+$2.26M	0.05%	372
2024 Q4	$646K	Buy	25,301 +8,093	+47%	+$205K	0.01%	815
2024 Q3	$431K	Sell	17,208 -2,954	-15%	-$72.6K	0.01%	935
2024 Q2	$490K	Buy	20,162 +433	+2%	+$10.3K	0.01%	840
2024 Q1	$465K	Sell	19,729 -2,802	-12%	-$64.8K	0.01%	828
2023 Q4	$511K	Buy	22,531 +98	+0.4%	+$2.14K	0.01%	719
2023 Q3	$477K	Buy	22,433 +2,515	+13%	+$54.4K	0.02%	682
2023 Q2	$429K	Hold	19,918	–	–	0.01%	686
2023 Q1	$407K	Buy	+19,918	New	+$400K	0.02%	662
2022 Q4	–	Sell	-364,409	Closed	-$6.96M	–	913
2022 Q3	$6.96M	Buy	364,409 +89,877	+33%	+$1.78M	0.4%	56
2022 Q2	$5.36M	Sell	274,532 -167,129	-38%	-$3.38M	0.31%	83
2022 Q1	$9.37M	Buy	441,661 +46,160	+12%	+$968K	0.46%	42
2021 Q4	$8.43M	Buy	395,501 +6,790	+2%	+$143K	0.4%	51
2021 Q3	$8.08M	Buy	388,711 +213,680	+122%	+$4.45M	0.45%	42
2021 Q2	$3.63M	Buy	+175,031	New	+$3.6M	0.22%	109

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 Private Wealth Services's BUFD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 1.5% in Q2 2026, selling an estimated $183K and leaving 402,580 shares worth $12M. The position accounts for 0.13% of the portfolio, ranked #165.

Kestra Private Wealth Services first reported a position in BUFD in Q2 2021 and has held it in 20 quarters since. The position peaked at $19.2M in Q2 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Kestra Private Wealth Services held 402,580 shares of FT Vest Fund of Deep Buffer ETFs worth $12M as of Q2 2026.
Kestra Private Wealth Services sold 6,250 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $183K.
FT Vest Fund of Deep Buffer ETFs made up 0.13% of Kestra Private Wealth Services's portfolio in Q2 2026, its #165 holding.
Kestra Private Wealth Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 20 quarters since.
Kestra Private Wealth Services's FT Vest Fund of Deep Buffer ETFs position peaked at $19.2M in Q2 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

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