MAM
BUFD icon

Milestone Asset Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Milestone Asset Management’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 		$12.4M Sell
442,487
-3,393
-0.8% -$96.1K 2.28% 6
2025
Q4 		$12.6M Sell
445,880
-10,643
-2% -$297K 2.38% 10
2025
Q3 		$12.6M Buy
456,523
+37,802
+9% +$1.02M 2.39% 11
2025
Q2 		$11.1M Buy
418,721
+107,238
+34% +$2.71M 2.35% 5
2025
Q1 		$7.77M Sell
311,483
-109,389
-26% -$2.8M 1.66% 8
2024
Q4 		$10.7M Sell
420,872
-4,320
-1% -$110K 2.37% 6
2024
Q3 		$10.6M Buy
425,192
+21,149
+5% +$520K 2.4% 9
2024
Q2 		$9.83M Buy
+404,043
New +$9.62M 2.46% 8

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B 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
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