SFS
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Symphony Financial Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Symphony Financial Services’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 		$4.07M Buy
136,837
+110,007
+410% +$3.22M 1.83% 16
2026
Q1 		$751K Buy
26,830
+1,755
+7% +$49.7K 0.39% 42
2025
Q4 		$708K Buy
25,075
+5,350
+27% +$149K 0.36% 44
2025
Q3 		$545K Buy
19,725
+2,250
+13% +$60.9K 0.29% 49
2025
Q2 		$464K Buy
17,475
+2,000
+13% +$50.6K 0.28% 49
2025
Q1 		$386K Buy
15,475
+2,750
+22% +$70.3K 0.25% 53
2024
Q4 		$325K Buy
+12,725
New +$323K 0.26% 52

Other funds holding BUFD

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Symphony Financial Services's BUFD Position: Q2 2026 in Review

Symphony Financial Services increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 410% in Q2 2026, buying an estimated $3.22M and bringing the position to 136,837 shares worth $4.07M. The position accounts for 1.83% of the portfolio, ranked #16.

Symphony Financial Services first reported a position in BUFD in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Symphony Financial Services held 136,837 shares of FT Vest Fund of Deep Buffer ETFs worth $4.07M as of Q2 2026.
  • Symphony Financial Services bought 110,007 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $3.22M.
  • FT Vest Fund of Deep Buffer ETFs made up 1.83% of Symphony Financial Services's portfolio in Q2 2026, its #16 holding.
  • Symphony Financial Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.