PlanWiser Financial’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

PlanWiser Financial’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	$407K	Sell	13,703 -41	-0.3%	-$1.2K	0.28%	41
2026 Q1	$397K	Sell	13,744 -2,873	-17%	-$81.3K	0.29%	39
2025 Q4	$471K	Sell	16,617 -411	-2%	-$11.5K	0.35%	38
2025 Q3	$475K	Buy	17,028 +249	+1%	+$6.74K	0.38%	40
2025 Q2	$452K	Buy	16,779 +2,247	+15%	+$56.8K	0.39%	36
2025 Q1	$363K	Buy	+14,532	New	+$372K	0.33%	40

Other funds holding BUFD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PlanWiser Financial's BUFD Position: Q2 2026 in Review

PlanWiser Financial reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 0.3% in Q2 2026, selling an estimated $1.2K and leaving 13,703 shares worth $407K. The position accounts for 0.28% of the portfolio, ranked #41.

PlanWiser Financial first reported a position in BUFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $475K in Q3 2025. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

PlanWiser Financial held 13,703 shares of FT Vest Fund of Deep Buffer ETFs worth $407K as of Q2 2026.
PlanWiser Financial sold 41 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $1.2K.
FT Vest Fund of Deep Buffer ETFs made up 0.28% of PlanWiser Financial's portfolio in Q2 2026, its #41 holding.
PlanWiser Financial first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's FT Vest Fund of Deep Buffer ETFs position peaked at $475K in Q3 2025.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.