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

Merit Financial Group’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	$827K	Sell	27,820 -3,786	-12%	-$111K	0.01%	1187
2026 Q1	$885K	Sell	31,606 -7,268	-19%	-$206K	0.01%	1044
2025 Q4	$1.1M	Buy	38,874 +27,410	+239%	+$765K	0.01%	903
2025 Q3	$317K	Sell	11,464 -1,390	-11%	-$37.6K	﹤0.01%	1419
2025 Q2	$341K	Hold	12,854	–	–	﹤0.01%	1271
2025 Q1	$321K	Buy	+12,854	New	+$329K	﹤0.01%	1097

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

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

Merit Financial Group's BUFD Position: Q2 2026 in Review

Merit Financial Group reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 12% in Q2 2026, selling an estimated $111K and leaving 27,820 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #1187.

Merit Financial Group first reported a position in BUFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Merit Financial Group held 27,820 shares of FT Vest Fund of Deep Buffer ETFs worth $827K as of Q2 2026.
Merit Financial Group sold 3,786 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $111K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1187 holding.
Merit Financial Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's FT Vest Fund of Deep Buffer ETFs position peaked at $1.1M in Q4 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.