Schulz Wealth’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Schulz Wealth’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
2025 Q4	$244K	Hold	8,628	–	–	0.16%	60
2025 Q3	$238K	Hold	8,628	–	–	0.16%	59
2025 Q2	$229K	Sell	8,628 -5,040	-37%	-$127K	0.17%	61
2025 Q1	$341K	Sell	13,668 -2,091	-13%	-$53.5K	0.26%	44
2024 Q4	$402K	Hold	15,759	–	–	0.31%	41
2024 Q3	$395K	Hold	15,759	–	–	0.31%	42
2024 Q2	$383K	Hold	15,759	–	–	0.32%	39
2024 Q1	$372K	Sell	15,759 -13,948	-47%	-$323K	0.32%	38
2023 Q4	$674K	Buy	+29,707	New	+$648K	0.64%	28

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Schulz Wealth's BUFD Position: Q4 2025 in Review

Schulz Wealth held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q4 2025 at 8,628 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #60.

Schulz Wealth first reported a position in BUFD in Q4 2023 and has held it in 9 quarters since. The position peaked at $674K in Q4 2023. 196 funds tracked by Wall St. Rank hold BUFD as of Q4 2025.

Schulz Wealth held 8,628 shares of FT Vest Fund of Deep Buffer ETFs worth $244K as of Q4 2025.
Schulz Wealth left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q4 2025.
FT Vest Fund of Deep Buffer ETFs made up 0.16% of Schulz Wealth's portfolio in Q4 2025, its #60 holding.
Schulz Wealth first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's FT Vest Fund of Deep Buffer ETFs position peaked at $674K in Q4 2023.
196 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.