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

OneDigital 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	$615K	Buy	+21,953	New	+$621K	0.01%	867
2025 Q1	–	Sell	-89,210	Closed	-$2.28M	–	1414
2024 Q4	$2.28M	Buy	89,210 +8,073	+10%	+$205K	0.03%	391
2024 Q3	$2.03M	Sell	81,137 -236	-0.3%	-$5.8K	0.02%	434
2024 Q2	$1.98M	Sell	81,373 -3,116	-4%	-$74.2K	0.02%	426
2024 Q1	$1.99M	Buy	84,489 +664	+0.8%	+$15.4K	0.03%	337
2023 Q4	$1.9M	Buy	83,825 +6,122	+8%	+$134K	0.03%	324
2023 Q3	$1.65M	Sell	77,703 -2,203	-3%	-$47.6K	0.04%	316
2023 Q2	$1.72M	Buy	79,906 +3,569	+5%	+$74.1K	0.04%	304
2023 Q1	$1.56M	Sell	76,337 -2,930	-4%	-$58.8K	0.04%	315
2022 Q4	$1.56M	Buy	79,267 +3,781	+5%	+$74.4K	0.05%	287
2022 Q3	$1.44M	Sell	75,486 -2,394	-3%	-$47.5K	0.05%	233
2022 Q2	$1.52M	Buy	77,880 +24,160	+45%	+$489K	0.07%	200
2022 Q1	$1.14M	Sell	53,720 -25,039	-32%	-$525K	0.04%	241
2021 Q4	$1.68M	Buy	78,759 +19,800	+34%	+$418K	0.06%	197
2021 Q3	$1.23M	Buy	58,959 +39,545	+204%	+$824K	0.05%	227
2021 Q2	$403K	Buy	+19,414	New	+$400K	0.02%	471

Other funds holding BUFD

LPL Financial San Diego, California $377B 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 Chicago, Illinois $374B AUM 17.66% 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 $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 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

OneDigital Investment Advisors's BUFD Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2026: 21,953 shares worth $615K. The stake represents 0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in BUFD as recently as Q4 2024.

OneDigital Investment Advisors first reported a position in BUFD in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.28M in Q4 2024. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

OneDigital Investment Advisors held 21,953 shares of FT Vest Fund of Deep Buffer ETFs worth $615K as of Q1 2026.
FT Vest Fund of Deep Buffer ETFs was a new OneDigital Investment Advisors position in Q1 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #867 holding.
OneDigital Investment Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 16 quarters since.
OneDigital Investment Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $2.28M in Q4 2024.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.