Maia Wealth’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Maia Wealth’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	$2.22M	Sell	74,729 -2,627	-3%	-$76.9K	0.33%	90
2026 Q1	$2.17M	Sell	77,356 -1,000	-1%	-$28.3K	0.37%	83
2025 Q4	$2.22M	Sell	78,356 -3,310	-4%	-$92.3K	0.38%	77
2025 Q3	$2.28M	Sell	81,666 -1,077	-1%	-$29.2K	0.38%	72
2025 Q2	$2.2M	Sell	82,743 -42,611	-34%	-$1.08M	0.42%	62
2025 Q1	$3.06M	Sell	125,354 -2,182	-2%	-$55.8K	0.7%	36
2024 Q4	$3.29M	Sell	127,536 -24	-0%	-$609	0.71%	36
2024 Q3	$3.21M	Buy	127,560 +2,746	+2%	+$67.5K	0.79%	33
2024 Q2	$3.06M	Buy	+124,814	New	+$2.97M	0.92%	27
2023 Q4	$2.86M	Buy	+126,090	New	+$2.75M	1.16%	17

Other funds holding BUFD

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

CWA

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Maia Wealth's BUFD Position: Q2 2026 in Review

Maia Wealth reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 3.4% in Q2 2026, selling an estimated $76.9K and leaving 74,729 shares worth $2.22M. The position accounts for 0.33% of the portfolio, ranked #90.

Maia Wealth first reported a position in BUFD in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.29M in Q4 2024. 79 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Maia Wealth held 74,729 shares of FT Vest Fund of Deep Buffer ETFs worth $2.22M as of Q2 2026.
Maia Wealth sold 2,627 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $76.9K.
FT Vest Fund of Deep Buffer ETFs made up 0.33% of Maia Wealth's portfolio in Q2 2026, its #90 holding.
Maia Wealth first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's FT Vest Fund of Deep Buffer ETFs position peaked at $3.29M in Q4 2024.
79 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.