Richmond Investment Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Richmond Investment Services’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	$2.2M	Sell	73,967 -58,479	-44%	-$1.71M	0.7%	29
2026 Q1	$3.71M	Buy	132,446 +9,122	+7%	+$258K	0.6%	31
2025 Q4	$3.48M	Buy	123,324 +4,608	+4%	+$129K	0.6%	32
2025 Q3	$3.28M	Buy	118,716 +874	+0.7%	+$23.7K	0.61%	31
2025 Q2	$3.13M	Buy	117,842 +60,945	+107%	+$1.54M	0.66%	27
2025 Q1	$1.42M	Buy	+56,897	New	+$1.45M	0.77%	27

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

Richmond Investment Services's BUFD Position: Q2 2026 in Review

Richmond Investment Services reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 44% in Q2 2026, selling an estimated $1.71M and leaving 73,967 shares worth $2.2M. The position accounts for 0.7% of the portfolio, ranked #29.

Richmond Investment Services first reported a position in BUFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.71M in Q1 2026. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Richmond Investment Services held 73,967 shares of FT Vest Fund of Deep Buffer ETFs worth $2.2M as of Q2 2026.
Richmond Investment Services sold 58,479 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $1.71M.
FT Vest Fund of Deep Buffer ETFs made up 0.7% of Richmond Investment Services's portfolio in Q2 2026, its #29 holding.
Richmond Investment Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Richmond Investment Services's FT Vest Fund of Deep Buffer ETFs position peaked at $3.71M in Q1 2026.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.