Next Level Wealth Planning’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Next Level Wealth Planning’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 Q3	$44.9K	Buy	+1,478	New	+$44.5K	0.02%	179

Other funds holding BUFD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Next Level Wealth Planning's BUFD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q3 2026: 1,478 shares worth $44.9K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings.

121 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

Next Level Wealth Planning held 1,478 shares of FT Vest Fund of Deep Buffer ETFs worth $44.9K as of Q3 2026.
FT Vest Fund of Deep Buffer ETFs was a new Next Level Wealth Planning position in Q3 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #179 holding.
121 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.