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 Q3	$725K	Buy	23,873 +11,537	+94%	+$348K	0.02%	563
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

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Sowell Financial Services's BUFD Position: Q3 2026 in Review

Sowell Financial Services increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 94% in Q3 2026, buying an estimated $348K and bringing the position to 23,873 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #563.

Sowell Financial Services first reported a position in BUFD in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.04M in Q2 2023. 39 funds tracked by Wall St. Rank hold BUFD as of Q3 2026.

Sowell Financial Services held 23,873 shares of FT Vest Fund of Deep Buffer ETFs worth $725K as of Q3 2026.
Sowell Financial Services bought 11,537 FT Vest Fund of Deep Buffer ETFs shares in Q3 2026, an estimated $348K.
FT Vest Fund of Deep Buffer ETFs made up 0.02% of Sowell Financial Services's portfolio in Q3 2026, its #563 holding.
Sowell Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and has held it in 14 quarters since.
Sowell Financial Services's FT Vest Fund of Deep Buffer ETFs position peaked at $7.04M in Q2 2023.
39 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.