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Prosperity Consulting Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Prosperity Consulting Group’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 		– Sell
-10,127
Closed -$258K – 462
2024
Q4 		$258K Buy
10,127
+1,450
+17% +$36.8K 0.02% 415
2024
Q3 		$217K Buy
+8,677
New +$213K 0.02% 437

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 $2.12B AUM 20.77% 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 $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Prosperity Consulting Group's BUFD Position: Q1 2025 in Review

Prosperity Consulting Group sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2025, closing a stake of 10,127 shares — an estimated $258K sold.

Prosperity Consulting Group first reported a position in BUFD in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q4 2024. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

  • Prosperity Consulting Group reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 10,127 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $258K.
  • Prosperity Consulting Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2024 and held it in 2 quarters.
  • Prosperity Consulting Group's FT Vest Fund of Deep Buffer ETFs position peaked at $258K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Prosperity Consulting Group's 13F filing for Q1 2025, filed 7 May 2025.