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

Schwallier Wealth Management’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
Q2 		– Sell
-16,335
Closed -$408K – 59
2025
Q1 		$408K Buy
+16,335
New +$418K 0.3% 33

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Envestnet Asset Management
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Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Schwallier Wealth Management's BUFD Position: Q2 2025 in Review

Schwallier Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2025, closing a stake of 16,335 shares — an estimated $408K sold.

Schwallier Wealth Management first reported a position in BUFD in Q1 2025 and held it in 1 quarter. The position peaked at $408K in Q1 2025. 168 funds tracked by Wall St. Rank hold BUFD as of Q2 2025.

  • Schwallier Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 16,335 FT Vest Fund of Deep Buffer ETFs shares in Q2 2025, an estimated $408K.
  • Schwallier Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and held it in 1 quarter.
  • Schwallier Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $408K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2025.

Based on Schwallier Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.