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Trilogy Capital’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Trilogy Capital’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
2025
Q4 		– Sell
-12,470
Closed -$345K – 389
2025
Q3 		$345K Hold
12,470
– – 0.02% 290
2025
Q2 		$331K Hold
12,470
– – 0.02% 282
2025
Q1 		$311K Buy
+12,470
New +$319K 0.02% 274

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LPL Financial
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GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Trilogy Capital's BUFD Position: Q4 2025 in Review

Trilogy Capital sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2025, closing a stake of 12,470 shares — an estimated $345K sold.

Trilogy Capital first reported a position in BUFD in Q1 2025 and held it in 3 quarters. The position peaked at $345K in Q3 2025. 196 funds tracked by Wall St. Rank hold BUFD as of Q4 2025.

  • Trilogy Capital reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2025 after selling out during the quarter.
  • Trilogy Capital sold 12,470 FT Vest Fund of Deep Buffer ETFs shares in Q4 2025, an estimated $345K.
  • Trilogy Capital first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2025 and held it in 3 quarters.
  • Trilogy Capital's FT Vest Fund of Deep Buffer ETFs position peaked at $345K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2025.

Based on Trilogy Capital's 13F filing for Q4 2025, filed 22 Jan 2026.