PCA
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Pallas Capital Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Pallas Capital 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 		$931K Buy
33,245
+14,776
+80% +$418K 0.04% 343
2025
Q4 		$522K Sell
18,469
-169
-0.9% -$4.71K 0.02% 519
2025
Q3 		$515K Sell
18,638
-3,392
-15% -$91.9K 0.02% 515
2025
Q2 		$585K Sell
22,030
-36,560
-62% -$924K 0.02% 455
2025
Q1 		$1.46M Buy
58,590
+41,628
+245% +$1.06M 0.06% 229
2024
Q4 		$433K Buy
16,962
+4,205
+33% +$107K 0.02% 396
2024
Q3 		$321K Buy
12,757
+1,951
+18% +$47.9K 0.01% 456
2024
Q2 		$264K Sell
10,806
-1,017
-9% -$24.2K 0.01% 433
2024
Q1 		$279K Sell
11,823
-1,578
-12% -$36.5K 0.01% 366
2023
Q4 		$304K Sell
13,401
-18,650
-58% -$407K 0.02% 315
2023
Q3 		$669K Buy
+32,051
New +$693K 0.04% 205

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Raymond James Financial
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