TopTier Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

TopTier Wealth Management’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	$396K	Sell	13,331 -1,693	-11%	-$49.6K	0.24%	86
2026 Q1	$421K	Hold	15,024	–	–	0.26%	78
2025 Q4	$424K	Buy	+15,024	New	+$419K	0.29%	81

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

TopTier Wealth Management's BUFD Position: Q2 2026 in Review

TopTier Wealth Management reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 11% in Q2 2026, selling an estimated $49.6K and leaving 13,331 shares worth $396K. The position accounts for 0.24% of the portfolio, ranked #86.

TopTier Wealth Management first reported a position in BUFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

TopTier Wealth Management held 13,331 shares of FT Vest Fund of Deep Buffer ETFs worth $396K as of Q2 2026.
TopTier Wealth Management sold 1,693 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $49.6K.
FT Vest Fund of Deep Buffer ETFs made up 0.24% of TopTier Wealth Management's portfolio in Q2 2026, its #86 holding.
TopTier Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
TopTier Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $424K in Q4 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.