Sowell Financial Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Sowell Financial 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	$367K	Sell	12,336 -1,089	-8%	-$31.9K	0.01%	785
2026 Q1	$376K	Sell	13,425 -2,547	-16%	-$72.1K	0.01%	744
2025 Q4	$451K	Sell	15,972 -575	-3%	-$16K	0.02%	679
2025 Q3	$457K	Sell	16,547 -5,332	-24%	-$144K	0.02%	657
2025 Q2	$581K	Sell	21,879 -3,647	-14%	-$92.2K	0.02%	572
2025 Q1	$637K	Sell	25,526 -3,518	-12%	-$90K	0.03%	523
2024 Q4	$741K	Buy	+29,044	New	+$737K	0.04%	358
2024 Q3	–	Sell	-74,431	Closed	-$1.89M	–	541
2024 Q2	$1.89M	Buy	74,431 +19,173	+35%	+$457K	0.09%	229
2024 Q1	$1.3M	Sell	55,258 -18,558	-25%	-$429K	0.06%	305
2023 Q4	$1.68M	Sell	73,816 -251,946	-77%	-$5.5M	0.09%	243
2023 Q3	$6.92M	Sell	325,762 -965	-0.3%	-$20.9K	0.43%	51
2023 Q2	$7.04M	Buy	326,727 +156,623	+92%	+$3.25M	0.39%	58
2023 Q1	$3.48M	Buy	+170,104	New	+$3.41M	0.27%	90

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

Sowell Financial Services's BUFD Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 8.1% in Q2 2026, selling an estimated $31.9K and leaving 12,336 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #785.

Sowell Financial Services first reported a position in BUFD in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.04M in Q2 2023. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Sowell Financial Services held 12,336 shares of FT Vest Fund of Deep Buffer ETFs worth $367K as of Q2 2026.
Sowell Financial Services sold 1,089 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $31.9K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #785 holding.
Sowell Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and has held it in 13 quarters since.
Sowell Financial Services's FT Vest Fund of Deep Buffer ETFs position peaked at $7.04M in Q2 2023.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.