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

Summit 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 Q2	$245K	Hold	8,243	–	–	0.03%	255
2026 Q1	$231K	Hold	8,243	–	–	0.04%	250
2025 Q4	$233K	Hold	8,243	–	–	0.04%	187
2025 Q3	$228K	Hold	8,243	–	–	0.04%	200
2025 Q2	$219K	Hold	8,243	–	–	0.04%	204
2025 Q1	$206K	Buy	+8,243	New	+$211K	0.04%	203
2023 Q2	–	Sell	-17,866	Closed	-$365K	–	184
2023 Q1	$365K	Sell	17,866 -4,234	-19%	-$84.9K	0.09%	129
2022 Q4	$435K	Sell	22,100 -4,622	-17%	-$90.9K	0.12%	117
2022 Q3	$511K	Sell	26,722 -310	-1%	-$6.16K	0.14%	87
2022 Q2	$528K	Buy	27,032 +10,287	+61%	+$208K	0.14%	90
2022 Q1	$355K	Buy	16,745 +7,358	+78%	+$154K	0.08%	116
2021 Q4	$200K	Buy	+9,387	New	+$198K	0.04%	158

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

Summit Wealth Partners's BUFD Position: Q2 2026 in Review

Summit Wealth Partners held its FT Vest Fund of Deep Buffer ETFs (BUFD) position steady in Q2 2026 at 8,243 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #255.

Summit Wealth Partners first reported a position in BUFD in Q4 2021 and has held it in 12 quarters since. The position peaked at $528K in Q2 2022. 217 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Summit Wealth Partners held 8,243 shares of FT Vest Fund of Deep Buffer ETFs worth $245K as of Q2 2026.
Summit Wealth Partners left its FT Vest Fund of Deep Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Deep Buffer ETFs made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #255 holding.
Summit Wealth Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2021 and has held it in 12 quarters since.
Summit Wealth Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $528K in Q2 2022.
217 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.