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Steward Partners Investment Advisory’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Steward Partners Investment Advisory’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 		$1.14M Sell
40,665
-133
-0.3% -$3.77K 0.01% 1097
2025
Q4 		$1.15M Buy
40,798
+265
+0.7% +$7.39K 0.01% 1007
2025
Q3 		$1.12M Buy
40,533
+4,148
+11% +$112K 0.01% 1005
2025
Q2 		$966K Buy
36,385
+7,383
+25% +$187K 0.01% 1005
2025
Q1 		$724K Buy
29,002
+9,596
+49% +$245K 0.01% 1050
2024
Q4 		$495K Buy
19,406
+8,515
+78% +$216K ﹤0.01% 1166
2024
Q3 		$273K Buy
10,891
+8,891
+445% +$218K ﹤0.01% 1372
2024
Q2 		$48.6K Hold
2,000
– – ﹤0.01% 2121
2024
Q1 		$47.2K Hold
2,000
– – ﹤0.01% 2147
2023
Q4 		$45.4K Buy
+2,000
New +$43.6K ﹤0.01% 2041

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Raymond James Financial
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