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 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 $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

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

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Sowell Financial Services's BUFD Position: Q1 2026 in Review

Sowell Financial Services reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 16% in Q1 2026, selling an estimated $72.1K and leaving 13,425 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #744.

Sowell Financial Services first reported a position in BUFD in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.04M in Q2 2023. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Sowell Financial Services held 13,425 shares of FT Vest Fund of Deep Buffer ETFs worth $376K as of Q1 2026.
Sowell Financial Services sold 2,547 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $72.1K.
FT Vest Fund of Deep Buffer ETFs made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #744 holding.
Sowell Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and has held it in 12 quarters since.
Sowell Financial Services's FT Vest Fund of Deep Buffer ETFs position peaked at $7.04M in Q2 2023.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.