SWP
BUFD icon

Stratos Wealth Partners’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Stratos Wealth Partners’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 		$11.5M Buy
408,940
+3,612
+0.9% +$102K 0.13% 168
2025
Q4 		$11.4M Sell
405,328
-5,212
-1% -$145K 0.13% 160
2025
Q3 		$11.3M Sell
410,540
-33,183
-7% -$899K 0.13% 149
2025
Q2 		$11.8M Sell
443,723
-11,593
-3% -$293K 0.16% 129
2025
Q1 		$11.4M Sell
455,316
-6,953
-2% -$178K 0.17% 118
2024
Q4 		$11.8M Buy
462,269
+29,388
+7% +$746K 0.17% 120
2024
Q3 		$10.8M Buy
432,881
+33,565
+8% +$825K 0.16% 137
2024
Q2 		$9.71M Buy
399,316
+13,867
+4% +$330K 0.16% 142
2024
Q1 		$9.09M Buy
385,449
+168,321
+78% +$3.89M 0.15% 148
2023
Q4 		$4.93M Buy
217,128
+136,359
+169% +$2.97M 0.09% 227
2023
Q3 		$1.72M Buy
+80,769
New +$1.75M 0.04% 410

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