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Orion Portfolio Solutions’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$710K Sell
28,450
-6,897
-20% -$176K 0.01% 1239
2024
Q4 		$902K Buy
35,347
+6,744
+24% +$171K 0.01% 1114
2024
Q3 		$716K Buy
28,603
+18,561
+185% +$456K 0.01% 1190
2024
Q2 		$244K Buy
+10,042
New +$239K ﹤0.01% 1550

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Orion Portfolio Solutions's BUFD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 20% in Q1 2025, selling an estimated $176K and leaving 28,450 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #1239.

Orion Portfolio Solutions first reported a position in BUFD in Q2 2024 and has held it in 4 quarters since. The position peaked at $902K in Q4 2024. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

  • Orion Portfolio Solutions held 28,450 shares of FT Vest Fund of Deep Buffer ETFs worth $710K as of Q1 2025.
  • Orion Portfolio Solutions sold 6,897 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $176K.
  • FT Vest Fund of Deep Buffer ETFs made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1239 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's FT Vest Fund of Deep Buffer ETFs position peaked at $902K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.