Walkner Condon Financial Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Walkner Condon Financial Advisors’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	$1.51M	Sell	50,765 -4,737	-9%	-$139K	0.17%	100
2026 Q1	$1.55M	Sell	55,502 -3,750	-6%	-$106K	0.2%	90
2025 Q4	$1.67M	Buy	59,252 +8,561	+17%	+$239K	0.23%	85
2025 Q3	$1.4M	Sell	50,691 -2,433	-5%	-$65.9K	0.22%	88
2025 Q2	$1.41M	Sell	53,124 -18,408	-26%	-$465K	0.26%	78
2025 Q1	$1.78M	Sell	71,532 -144,677	-67%	-$3.7M	0.36%	65
2024 Q4	$5.52M	Buy	216,209 +1,471	+0.7%	+$37.3K	1.12%	24
2024 Q3	$5.38M	Sell	214,738 -61,071	-22%	-$1.5M	1.1%	24
2024 Q2	$6.71M	Sell	275,809 -7,226	-3%	-$172K	1.45%	15
2024 Q1	$6.68M	Sell	283,035 -158,559	-36%	-$3.67M	1.42%	15
2023 Q4	$10M	Sell	441,594 -3,730	-0.8%	-$81.4K	2.28%	9
2023 Q3	$9.46M	Sell	445,324 -21,470	-5%	-$464K	2.51%	7
2023 Q2	$10.1M	Buy	466,794 +469	+0.1%	+$9.74K	2.66%	6
2023 Q1	$9.53M	Buy	466,325 +704	+0.2%	+$14.1K	2.67%	5
2022 Q4	$9.16M	Sell	465,621 -15,844	-3%	-$312K	2.74%	5
2022 Q3	$9.2M	Buy	481,465 +3,037	+0.6%	+$60.3K	2.97%	5
2022 Q2	$9.35M	Buy	478,428 +527	+0.1%	+$10.7K	2.93%	6
2022 Q1	$10.1M	Buy	+477,901	New	+$10M	2.88%	6
2021 Q3	–	Sell	-432,630	Closed	-$8.98M	–	145
2021 Q2	$8.98M	Buy	+432,630	New	+$8.9M	3.29%	6

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

Walkner Condon Financial Advisors's BUFD Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 8.5% in Q2 2026, selling an estimated $139K and leaving 50,765 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #100.

Walkner Condon Financial Advisors first reported a position in BUFD in Q2 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q1 2022. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

Walkner Condon Financial Advisors held 50,765 shares of FT Vest Fund of Deep Buffer ETFs worth $1.51M as of Q2 2026.
Walkner Condon Financial Advisors sold 4,737 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $139K.
FT Vest Fund of Deep Buffer ETFs made up 0.17% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #100 holding.
Walkner Condon Financial Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2021 and has held it in 19 quarters since.
Walkner Condon Financial Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $10.1M in Q1 2022.
216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.