RFP
BUFD icon

Root Financial Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Root Financial Partners’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 		– Sell
-1,522
Closed -$42.6K – 821
2026
Q1 		$42.6K Hold
1,522
– – ﹤0.01% 947
2025
Q4 		$43K Hold
1,522
– – ﹤0.01% 778
2025
Q3 		$42.1K Buy
+1,522
New +$41.2K ﹤0.01% 731

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Root Financial Partners's BUFD Position: Q2 2026 in Review

Root Financial Partners sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026, closing a stake of 1,522 shares — an estimated $42.6K sold.

Root Financial Partners first reported a position in BUFD in Q3 2025 and held it in 3 quarters. The position peaked at $43K in Q4 2025. 83 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Root Financial Partners reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,522 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $42.6K.
  • Root Financial Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $43K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.