Truist Financial
BUFD icon

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

Truist 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 		$24M Sell
856,686
-1,885
-0.2% -$53.4K 0.03% 378
2025
Q4 		$24.2M Sell
858,571
-212,139
-20% -$5.92M 0.03% 369
2025
Q3 		$29.6M Sell
1,070,710
-57,793
-5% -$1.57M 0.04% 323
2025
Q2 		$30M Buy
1,128,503
+17,648
+2% +$446K 0.04% 311
2025
Q1 		$27.7M Sell
1,110,855
-39
-0% -$997 0.04% 315
2024
Q4 		$28.4M Buy
1,110,894
+140,872
+15% +$3.58M 0.04% 320
2024
Q3 		$24.3M Buy
970,022
+49,790
+5% +$1.22M 0.04% 353
2024
Q2 		$22.4M Buy
920,232
+69,168
+8% +$1.65M 0.03% 373
2024
Q1 		$20.1M Buy
851,064
+34,863
+4% +$807K 0.03% 415
2023
Q4 		$18.5M Buy
816,201
+11,289
+1% +$246K 0.03% 429
2023
Q3 		$17.1M Buy
804,912
+135,234
+20% +$2.92M 0.03% 428
2023
Q2 		$14.4M Buy
669,678
+260,476
+64% +$5.41M 0.02% 471
2023
Q1 		$8.36M Buy
409,202
+109,008
+36% +$2.19M 0.01% 640
2022
Q4 		$5.9M Buy
+300,194
New +$5.9M 0.01% 761
2022
Q2 		– Sell
-80,240
Closed -$1.7M – 2640
2022
Q1 		$1.7M Buy
+80,240
New +$1.68M ﹤0.01% 1362

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 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 $324B AUM 22.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return