LifeWealth Investments’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

LifeWealth Investments’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	$1.08M	Sell	36,502 -2,090	-5%	-$61.2K	0.29%	54
2026 Q1	$1.08M	Sell	38,592 -708	-2%	-$20K	0.32%	53
2025 Q4	$1.11M	Sell	39,300 -255	-0.6%	-$7.11K	0.35%	56
2025 Q3	$1.09M	Sell	39,555 -352	-0.9%	-$9.53K	0.36%	57
2025 Q2	$1.06M	Buy	39,907 +4,128	+12%	+$104K	0.39%	55
2025 Q1	$893K	Buy	35,779 +5,649	+19%	+$144K	0.43%	55
2024 Q4	$769K	Buy	+30,130	New	+$765K	0.51%	55

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

LifeWealth Investments's BUFD Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 5.4% in Q2 2026, selling an estimated $61.2K and leaving 36,502 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #54.

LifeWealth Investments first reported a position in BUFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

LifeWealth Investments held 36,502 shares of FT Vest Fund of Deep Buffer ETFs worth $1.08M as of Q2 2026.
LifeWealth Investments sold 2,090 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $61.2K.
FT Vest Fund of Deep Buffer ETFs made up 0.29% of LifeWealth Investments's portfolio in Q2 2026, its #54 holding.
LifeWealth Investments first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's FT Vest Fund of Deep Buffer ETFs position peaked at $1.11M in Q4 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.