Virtus Wealth Solutions’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Virtus Wealth Solutions’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	-15,193	Closed	-$420K	–	54
2025 Q3	$420K	Sell	15,193 -1,005	-6%	-$27.2K	0.08%	44
2025 Q2	$430K	Buy	16,198 +218	+1%	+$5.51K	0.09%	42
2025 Q1	$399K	Sell	15,980 -2,508	-14%	-$64.1K	0.12%	30
2024 Q4	$472K	Buy	+18,488	New	+$469K	0.11%	36

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

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Virtus Wealth Solutions's BUFD Position: Q4 2025 in Review

Virtus Wealth Solutions sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2025, closing a stake of 15,193 shares — an estimated $420K sold.

Virtus Wealth Solutions first reported a position in BUFD in Q4 2024 and held it in 4 quarters. The position peaked at $472K in Q4 2024. 196 funds tracked by Wall St. Rank hold BUFD as of Q4 2025.

Virtus Wealth Solutions reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2025 after selling out during the quarter.
Virtus Wealth Solutions sold 15,193 FT Vest Fund of Deep Buffer ETFs shares in Q4 2025, an estimated $420K.
Virtus Wealth Solutions first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and held it in 4 quarters.
Virtus Wealth Solutions's FT Vest Fund of Deep Buffer ETFs position peaked at $472K in Q4 2024.
196 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2025.

Based on Virtus Wealth Solutions's 13F filing for Q4 2025, filed 29 Jan 2026.