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

Sun 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
2026 Q1	$2.77M	Buy	93,746 +3,964	+4%	+$112K	1.39%	18
2025 Q4	$2.54M	Buy	+89,782	New	+$2.5M	1.41%	15

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 $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Sun Financial's BUFD Position: Q1 2026 in Review

Sun Financial increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 4.4% in Q1 2026, buying an estimated $112K and bringing the position to 93,746 shares worth $2.77M. The position accounts for 1.39% of the portfolio, ranked #18.

Sun Financial first reported a position in BUFD in Q4 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Sun Financial held 93,746 shares of FT Vest Fund of Deep Buffer ETFs worth $2.77M as of Q1 2026.
Sun Financial bought 3,964 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $112K.
FT Vest Fund of Deep Buffer ETFs made up 1.39% of Sun Financial's portfolio in Q1 2026, its #18 holding.
Sun Financial first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2025 and has held it in 2 quarters since.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.