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 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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $2.07M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lion Street Advisors's BUFD Position: Q3 2025 in Review

Lion Street Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2025, closing a stake of 25,086 shares — an estimated $666K sold.

Lion Street Advisors first reported a position in BUFD in Q3 2022 and held it in 10 quarters. The position peaked at $670K in Q4 2024. 172 funds tracked by Wall St. Rank hold BUFD as of Q3 2025.

Lion Street Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 25,086 FT Vest Fund of Deep Buffer ETFs shares in Q3 2025, an estimated $666K.
Lion Street Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2022 and held it in 10 quarters.
Lion Street Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $670K in Q4 2024.
172 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.