Richard W. Paul & Associates’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Richard W. Paul & Associates’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	$2.29M	Buy	76,899 +758	+1%	+$22.2K	0.7%	31
2026 Q1	$2.13M	Buy	76,141 +997	+1%	+$28.2K	0.72%	28
2025 Q4	$2.12M	Buy	+75,144	New	+$2.1M	0.7%	28

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

Richard W. Paul & Associates's BUFD Position: Q2 2026 in Review

Richard W. Paul & Associates increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 1% in Q2 2026, buying an estimated $22.2K and bringing the position to 76,899 shares worth $2.29M. The position accounts for 0.7% of the portfolio, ranked #31.

Richard W. Paul & Associates first reported a position in BUFD in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Richard W. Paul & Associates held 76,899 shares of FT Vest Fund of Deep Buffer ETFs worth $2.29M as of Q2 2026.
Richard W. Paul & Associates bought 758 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $22.2K.
FT Vest Fund of Deep Buffer ETFs made up 0.7% of Richard W. Paul & Associates's portfolio in Q2 2026, its #31 holding.
Richard W. Paul & Associates first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.