Mount Yale Investment Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Mount Yale Investment Advisors’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	$634K	Hold	22,640	–	–	0.01%	642
2025 Q4	$639K	Hold	22,640	–	–	0.03%	399
2025 Q3	$626K	Buy	+22,640	New	+$613K	0.04%	370

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 $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 $888M AUM 16.86% 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 $10.3B AUM 25.54% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Mount Yale Investment Advisors's BUFD Position: Q1 2026 in Review

Mount Yale Investment Advisors held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q1 2026 at 22,640 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #642.

Mount Yale Investment Advisors first reported a position in BUFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $639K in Q4 2025. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Mount Yale Investment Advisors held 22,640 shares of FT Vest Fund of Deep Buffer ETFs worth $634K as of Q1 2026.
Mount Yale Investment Advisors left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q1 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #642 holding.
Mount Yale Investment Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $639K in Q4 2025.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.