LSA
BUFD icon

Lion Street Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Lion Street Advisors’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
2025
Q3 		– Sell
-25,086
Closed -$666K – 252
2025
Q2 		$666K Sell
25,086
-1,152
-4% -$29.1K 0.2% 112
2025
Q1 		$655K Hold
26,238
– – 0.21% 107
2024
Q4 		$670K Hold
26,238
– – 0.21% 104
2024
Q3 		$657K Hold
26,238
– – 0.23% 100
2024
Q2 		$638K Buy
26,238
+450
+2% +$10.7K 0.24% 94
2024
Q1 		$585K Hold
25,788
– – 0.24% 95
2023
Q4 		$585K Hold
25,788
– – 0.24% 94
2023
Q3 		$548K Buy
+25,788
New +$558K 0.18% 111
2023
Q2 		– Sell
-26,282
Closed -$537K – 244
2023
Q1 		$537K Buy
+26,282
New +$527K 0.17% 111
2022
Q4 		– Sell
-20,774
Closed -$397K – 152
2022
Q3 		$397K Buy
+20,774
New +$412K 0.2% 73

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
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return