Strategic Financial Concepts’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Strategic Financial Concepts’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	$569K	Sell	19,156 -342	-2%	-$10K	0.17%	123
2026 Q1	$546K	Buy	+19,498	New	+$552K	0.13%	152
2025 Q4	–	Sell	-18,666	Closed	-$516K	–	141
2025 Q3	$516K	Buy	18,666 +100	+0.5%	+$2.71K	0.08%	132
2025 Q2	$493K	Sell	18,566 -696	-4%	-$17.6K	0.07%	147
2025 Q1	$481K	Buy	19,262 +3,666	+24%	+$93.7K	0.09%	187
2024 Q4	$398K	Buy	15,596 +3,026	+24%	+$76.8K	0.08%	206
2024 Q3	$315K	Sell	12,570 -252,987	-95%	-$6.22M	0.1%	167
2024 Q2	$15.7K	Buy	265,557 +249,958	+1,602%	+$5.95M	0.01%	366
2024 Q1	$368K	Buy	+15,599	New	+$361K	0.09%	198
2023 Q4	–	Sell	-17,798	Closed	-$378K	–	157
2023 Q3	$378K	Buy	17,798 +7,903	+80%	+$171K	0.13%	155
2023 Q2	$213K	Sell	9,895 -100	-1%	-$2.08K	0.08%	221
2023 Q1	$204K	Buy	+9,995	New	+$201K	0.08%	219

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

Strategic Financial Concepts's BUFD Position: Q2 2026 in Review

Strategic Financial Concepts reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 1.8% in Q2 2026, selling an estimated $10K and leaving 19,156 shares worth $569K. The position accounts for 0.17% of the portfolio, ranked #123.

Strategic Financial Concepts first reported a position in BUFD in Q1 2023 and has held it in 12 quarters since. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Strategic Financial Concepts held 19,156 shares of FT Vest Fund of Deep Buffer ETFs worth $569K as of Q2 2026.
Strategic Financial Concepts sold 342 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $10K.
FT Vest Fund of Deep Buffer ETFs made up 0.17% of Strategic Financial Concepts's portfolio in Q2 2026, its #123 holding.
Strategic Financial Concepts first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2023 and has held it in 12 quarters since.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.