Secured Retirement Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Secured Retirement Advisors’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	$850K	Sell	28,591 -1,056	-4%	-$30.9K	0.44%	88
2026 Q1	$830K	Sell	29,647 -1,658	-5%	-$46.9K	0.47%	78
2025 Q4	$884K	Sell	31,305 -3,787	-11%	-$106K	0.49%	71
2025 Q3	$970K	Buy	+35,092	New	+$950K	0.54%	72

Other funds holding BUFD

CWA

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Secured Retirement Advisors's BUFD Position: Q2 2026 in Review

Secured Retirement Advisors reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 3.6% in Q2 2026, selling an estimated $30.9K and leaving 28,591 shares worth $850K. The position accounts for 0.44% of the portfolio, ranked #88.

Secured Retirement Advisors first reported a position in BUFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $970K in Q3 2025. 33 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Secured Retirement Advisors held 28,591 shares of FT Vest Fund of Deep Buffer ETFs worth $850K as of Q2 2026.
Secured Retirement Advisors sold 1,056 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $30.9K.
FT Vest Fund of Deep Buffer ETFs made up 0.44% of Secured Retirement Advisors's portfolio in Q2 2026, its #88 holding.
Secured Retirement Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
Secured Retirement Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $970K in Q3 2025.
33 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.