McKinley Carter Wealth Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

McKinley Carter Wealth Services’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	$524K	Hold	18,720	–	–	0.03%	215
2025 Q4	$529K	Hold	18,720	–	–	0.03%	217
2025 Q3	$517K	Sell	18,720 -2,917	-13%	-$79K	0.03%	221
2025 Q2	$575K	Hold	21,637	–	–	0.03%	200
2025 Q1	$540K	Hold	21,637	–	–	0.03%	201
2024 Q4	$552K	Sell	21,637 -275	-1%	-$6.98K	0.03%	193
2024 Q3	$549K	Buy	21,912 +10,200	+87%	+$251K	0.03%	199
2024 Q2	$285K	Hold	11,712	–	–	0.02%	265
2024 Q1	$276K	Buy	11,712 +880	+8%	+$20.4K	0.02%	268
2023 Q4	$246K	Hold	10,832	–	–	0.02%	274
2023 Q3	$230K	Hold	10,832	–	–	0.02%	275
2023 Q2	$233K	Hold	10,832	–	–	0.02%	280
2023 Q1	$221K	Hold	10,832	–	–	0.02%	281
2022 Q4	$213K	Hold	10,832	–	–	0.02%	279
2022 Q3	$207K	Hold	10,832	–	–	0.02%	270
2022 Q2	$212K	Buy	+10,832	New	+$219K	0.02%	279

Other funds holding BUFD

LPL Financial San Diego, California $377B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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

McKinley Carter Wealth Services's BUFD Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q1 2026 at 18,720 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #215.

McKinley Carter Wealth Services first reported a position in BUFD in Q2 2022 and has held it in 16 quarters since. The position peaked at $575K in Q2 2025. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

McKinley Carter Wealth Services held 18,720 shares of FT Vest Fund of Deep Buffer ETFs worth $524K as of Q1 2026.
McKinley Carter Wealth Services left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q1 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #215 holding.
McKinley Carter Wealth Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2022 and has held it in 16 quarters since.
McKinley Carter Wealth Services's FT Vest Fund of Deep Buffer ETFs position peaked at $575K in Q2 2025.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.