Precedent Wealth Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Precedent Wealth Partners’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	$5.91M	Buy	198,909 +65,176	+49%	+$1.91M	0.98%	25
2026 Q1	$3.74M	Buy	133,733 +36,552	+38%	+$1.03M	0.75%	35
2025 Q4	$2.74M	Buy	97,181 +3,563	+4%	+$99.4K	0.58%	57
2025 Q3	$2.59M	Buy	93,618 +6,931	+8%	+$188K	0.57%	53
2025 Q2	$2.3M	Buy	86,687 +15,524	+22%	+$392K	0.56%	52
2025 Q1	$1.78M	Buy	71,163 +1,795	+3%	+$45.9K	0.49%	59
2024 Q4	$1.77M	Buy	69,368 +31,230	+82%	+$793K	0.58%	41
2024 Q3	$955K	Buy	+38,138	New	+$937K	0.32%	82

Other funds holding BUFD

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Precedent Wealth Partners's BUFD Position: Q2 2026 in Review

Precedent Wealth Partners increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 49% in Q2 2026, buying an estimated $1.91M and bringing the position to 198,909 shares worth $5.91M. The position accounts for 0.98% of the portfolio, ranked #25.

Precedent Wealth Partners first reported a position in BUFD in Q3 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Precedent Wealth Partners held 198,909 shares of FT Vest Fund of Deep Buffer ETFs worth $5.91M as of Q2 2026.
Precedent Wealth Partners bought 65,176 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $1.91M.
FT Vest Fund of Deep Buffer ETFs made up 0.98% of Precedent Wealth Partners's portfolio in Q2 2026, its #25 holding.
Precedent Wealth Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
55 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.