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 Q2	$11.8M	Sell	395,577 -46,910	-11%	-$1.37M	1.85%	7
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	1.65%	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	2.39%	9
2024 Q2	$9.83M	Buy	+404,043	New	+$9.62M	2.46%	8

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

Milestone Asset Management's BUFD Position: Q2 2026 in Review

Milestone Asset Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 11% in Q2 2026, selling an estimated $1.37M and leaving 395,577 shares worth $11.8M. The position accounts for 1.85% of the portfolio, ranked #7.

Milestone Asset Management first reported a position in BUFD in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.6M in Q3 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Milestone Asset Management held 395,577 shares of FT Vest Fund of Deep Buffer ETFs worth $11.8M as of Q2 2026.
Milestone Asset Management sold 46,910 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $1.37M.
FT Vest Fund of Deep Buffer ETFs made up 1.85% of Milestone Asset Management's portfolio in Q2 2026, its #7 holding.
Milestone Asset Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
Milestone Asset Management's FT Vest Fund of Deep Buffer ETFs position peaked at $12.6M in Q3 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.