Morgan Stanley
BUFD icon

Morgan Stanley’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Morgan Stanley’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 		$667K Sell
23,838
-1,768
-7% -$50.1K ﹤0.01% 5334
2025
Q4 		$723K Buy
25,606
+1,785
+7% +$49.8K ﹤0.01% 5337
2025
Q3 		$658K Buy
23,821
+575
+2% +$15.6K ﹤0.01% 5385
2025
Q2 		$617K Buy
23,246
+22,166
+2,052% +$560K ﹤0.01% 5364
2025
Q1 		$26.9K Sell
1,080
-48
-4% -$1.23K ﹤0.01% 6461
2024
Q4 		$28.8K Sell
1,128
-22
-2% -$559 ﹤0.01% 6465
2024
Q3 		$28.8K Buy
1,150
+70
+6% +$1.72K ﹤0.01% 6384
2024
Q2 		$26.3K Hold
1,080
– – ﹤0.01% 6371
2024
Q1 		$25.5K Sell
1,080
-1,080
-50% -$25K ﹤0.01% 6423
2023
Q4 		$49K Buy
+2,160
New +$47.1K ﹤0.01% 6391
2023
Q3 		– Sell
-104
Closed -$2.24K – 7624
2023
Q2 		$2.24K Buy
104
+74
+247% +$1.54K ﹤0.01% 7173
2023
Q1 		$613 Hold
30
– – ﹤0.01% 7410
2022
Q4 		$590 Sell
30
-62
-67% -$1.22K ﹤0.01% 7538
2022
Q3 		$2K Buy
92
+62
+207% +$1.23K ﹤0.01% 7449
2022
Q2 		$1K Buy
+30
New +$607 ﹤0.01% 7661

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