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O'Shaughnessy Asset Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

O'Shaughnessy Asset Management’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
Q2 		– Sell
-640
Closed -$17.9K – 2645
2026
Q1 		$17.9K Buy
+640
New +$18.1K ﹤0.01% 2360

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIA
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Shaughnessy Asset Management's BUFD Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026, closing a stake of 640 shares — an estimated $17.9K sold.

O'Shaughnessy Asset Management first reported a position in BUFD in Q1 2026 and held it in 1 quarter. The position peaked at $17.9K in Q1 2026. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 640 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $17.9K.
  • O'Shaughnessy Asset Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2026 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's FT Vest Fund of Deep Buffer ETFs position peaked at $17.9K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.