WCFA
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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
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
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