Regal Investment Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Regal Investment 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 Q2	$314K	Hold	10,549	–	–	0.02%	553
2026 Q1	$295K	Hold	10,549	–	–	0.02%	531
2025 Q4	$298K	Hold	10,549	–	–	0.02%	516
2025 Q3	$292K	Hold	10,549	–	–	0.02%	467
2025 Q2	$280K	Hold	10,549	–	–	0.02%	438
2025 Q1	$263K	Hold	10,549	–	–	0.02%	425
2024 Q4	$269K	Sell	10,549 -800	-7%	-$20.3K	0.02%	428
2024 Q3	$284K	Hold	11,349	–	–	0.02%	463
2024 Q2	$276K	Hold	11,349	–	–	0.02%	483
2024 Q1	$268K	Hold	11,349	–	–	0.02%	484
2023 Q4	$258K	Buy	+11,349	New	+$248K	0.02%	449

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

Regal Investment Advisors's BUFD Position: Q2 2026 in Review

Regal Investment Advisors held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 10,549 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #553.

Regal Investment Advisors first reported a position in BUFD in Q4 2023 and has held it in 11 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Regal Investment Advisors held 10,549 shares of FT Vest Fund of Deep Buffer ETFs worth $314K as of Q2 2026.
Regal Investment Advisors left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #553 holding.
Regal Investment Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.