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

Triad 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	$2.41M	Sell	80,248 -82,884	-51%	-$2.43M	0.14%	103
2026 Q1	$4.57M	Sell	163,132 -97,980	-38%	-$2.77M	0.36%	62
2025 Q4	$7.37M	Buy	261,112 +242,159	+1,278%	+$6.75M	0.7%	39
2025 Q3	$524K	Sell	18,953 -5,569	-23%	-$151K	0.07%	199
2025 Q2	$651K	Buy	24,522 +14,712	+150%	+$372K	0.13%	120
2025 Q1	$245K	Buy	+9,810	New	+$251K	0.08%	181

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

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

Triad Wealth Partners reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 51% in Q2 2026, selling an estimated $2.43M and leaving 80,248 shares worth $2.41M. The position accounts for 0.14% of the portfolio, ranked #103.

Triad Wealth Partners first reported a position in BUFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.37M in Q4 2025. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Triad Wealth Partners held 80,248 shares of FT Vest Fund of Deep Buffer ETFs worth $2.41M as of Q2 2026.
Triad Wealth Partners sold 82,884 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $2.43M.
FT Vest Fund of Deep Buffer ETFs made up 0.14% of Triad Wealth Partners's portfolio in Q2 2026, its #103 holding.
Triad Wealth Partners first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Triad Wealth Partners's FT Vest Fund of Deep Buffer ETFs position peaked at $7.37M in Q4 2025.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.