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 Q2	$335M	Buy	11,280,816 +512,318	+5%	+$15M	0.08%	259
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 $2.25B 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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

LPL Financial's BUFD Position: Q2 2026 in Review

LPL Financial increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 4.8% in Q2 2026, buying an estimated $15M and bringing the position to 11,280,816 shares worth $335M. The position accounts for 0.08% of the portfolio, ranked #259.

LPL Financial first reported a position in BUFD in Q3 2022 and has held it in 16 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

LPL Financial held 11,280,816 shares of FT Vest Fund of Deep Buffer ETFs worth $335M as of Q2 2026.
LPL Financial bought 512,318 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $15M.
FT Vest Fund of Deep Buffer ETFs made up 0.08% of LPL Financial's portfolio in Q2 2026, its #259 holding.
LPL Financial first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2022 and has held it in 16 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.