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

Summit Financial’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
2025
Q4 		– Sell
-11,363
Closed -$314K – 1291
2025
Q3 		$314K Buy
+11,363
New +$308K ﹤0.01% 1043

Other funds holding BUFD

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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Summit Financial's BUFD Position: Q4 2025 in Review

Summit Financial sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2025, closing a stake of 11,363 shares — an estimated $314K sold.

Summit Financial first reported a position in BUFD in Q3 2025 and held it in 1 quarter. The position peaked at $314K in Q3 2025. 197 funds tracked by Wall St. Rank hold BUFD as of Q4 2025.

  • Summit Financial reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 11,363 FT Vest Fund of Deep Buffer ETFs shares in Q4 2025, an estimated $314K.
  • Summit Financial first reported a position in FT Vest Fund of Deep Buffer ETFs in Q3 2025 and held it in 1 quarter.
  • Summit Financial's FT Vest Fund of Deep Buffer ETFs position peaked at $314K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.