Quad-Cities Investment Group’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Quad-Cities Investment 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
2026 Q2	$553K	Buy	18,616 +4,078	+28%	+$119K	0.2%	112
2026 Q1	$407K	Hold	14,538	–	–	0.16%	134
2025 Q4	$411K	Hold	14,538	–	–	0.17%	126
2025 Q3	$402K	Hold	14,538	–	–	0.17%	116
2025 Q2	$386K	Hold	14,538	–	–	0.18%	116
2025 Q1	$363K	Hold	14,538	–	–	0.18%	116
2024 Q4	$371K	Buy	14,538 +2,996	+26%	+$76.1K	0.18%	114
2024 Q3	$289K	Sell	11,542 -2,594	-18%	-$63.7K	0.15%	139
2024 Q2	$344K	Buy	14,136 +4,693	+50%	+$112K	0.19%	111
2024 Q1	$223K	Buy	+9,443	New	+$219K	0.13%	154
2023 Q2	–	Sell	-12,189	Closed	-$249K	–	178
2023 Q1	$249K	Sell	12,189 -392	-3%	-$7.87K	0.17%	135
2022 Q4	$247K	Buy	12,581 +1,464	+13%	+$28.8K	0.18%	134
2022 Q3	$212K	Hold	11,117	–	–	0.16%	143
2022 Q2	$217K	Sell	11,117 -2,863	-20%	-$57.9K	0.16%	148
2022 Q1	$297K	Buy	13,980 +2,980	+27%	+$62.5K	0.19%	127
2021 Q4	$234K	Buy	+11,000	New	+$232K	0.15%	155

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

Quad-Cities Investment Group's BUFD Position: Q2 2026 in Review

Quad-Cities Investment Group increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 28% in Q2 2026, buying an estimated $119K and bringing the position to 18,616 shares worth $553K. The position accounts for 0.2% of the portfolio, ranked #112.

Quad-Cities Investment Group first reported a position in BUFD in Q4 2021 and has held it in 16 quarters since. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Quad-Cities Investment Group held 18,616 shares of FT Vest Fund of Deep Buffer ETFs worth $553K as of Q2 2026.
Quad-Cities Investment Group bought 4,078 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $119K.
FT Vest Fund of Deep Buffer ETFs made up 0.2% of Quad-Cities Investment Group's portfolio in Q2 2026, its #112 holding.
Quad-Cities Investment Group first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 16 quarters since.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.