LPL Financial
BUFD icon

LPL Financial’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

LPL Financial’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
Q1 		$302M Buy
10,768,498
+571,099
+6% +$16.2M 0.08% 249
2025
Q4 		$288M Buy
10,197,399
+869,362
+9% +$24.3M 0.08% 234
2025
Q3 		$258M Buy
9,328,037
+1,261,672
+16% +$34.2M 0.08% 250
2025
Q2 		$214M Buy
8,066,365
+219,498
+3% +$5.55M 0.07% 267
2025
Q1 		$196M Buy
7,846,867
+1,598,775
+26% +$40.9M 0.08% 250
2024
Q4 		$159M Buy
6,248,092
+721,377
+13% +$18.3M 0.06% 268
2024
Q3 		$138M Buy
5,526,715
+1,218,176
+28% +$29.9M 0.06% 278
2024
Q2 		$105M Buy
4,308,539
+688,280
+19% +$16.4M 0.05% 319
2024
Q1 		$85.4M Buy
3,620,259
+247,144
+7% +$5.72M 0.05% 367
2023
Q4 		$76.6M Buy
3,373,115
+466,929
+16% +$10.2M 0.05% 364
2023
Q3 		$61.8M Buy
2,906,186
+2,261,400
+351% +$48.9M 0.04% 391
2023
Q2 		$13.9M Buy
644,786
+629,399
+4,090% +$13.1M 0.01% 960
2023
Q1 		$314K Sell
15,387
-6,731
-30% -$135K ﹤0.01% 3699
2022
Q4 		$435K Buy
22,118
+4,146
+23% +$81.5K ﹤0.01% 3382
2022
Q3 		$343K Buy
+17,972
New +$357K ﹤0.01% 3469

Other funds holding BUFD

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return