Western Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Western Wealth Management’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	$1.7M	Buy	60,569 +52,256	+629%	+$1.48M	0.06%	309
2025 Q4	$235K	Sell	8,313 -285	-3%	-$7.95K	0.01%	749
2025 Q3	$238K	Buy	+8,598	New	+$233K	0.01%	682
2024 Q1	–	Sell	-45,084	Closed	-$1.02M	–	656
2023 Q4	$1.02M	Buy	45,084 +800	+2%	+$17.4K	0.07%	271
2023 Q3	$941K	Buy	44,284 +1,712	+4%	+$37K	0.08%	262
2023 Q2	$917K	Sell	42,572 -165	-0.4%	-$3.43K	0.08%	264
2023 Q1	$873K	Buy	42,737 +77	+0.2%	+$1.54K	0.08%	257
2022 Q4	$839K	Sell	42,660 -1,998	-4%	-$39.3K	0.09%	257
2022 Q3	$879K	Sell	44,658 -3,997	-8%	-$79.4K	0.05%	335
2022 Q2	$959K	Sell	48,655 -8,781	-15%	-$178K	0.06%	311
2022 Q1	$1.22M	Buy	+57,436	New	+$1.2M	0.06%	301

Other funds holding BUFD

LPL Financial San Diego, California $377B 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 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

Western Wealth Management's BUFD Position: Q1 2026 in Review

Western Wealth Management increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 629% in Q1 2026, buying an estimated $1.48M and bringing the position to 60,569 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #309.

Western Wealth Management first reported a position in BUFD in Q1 2022 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

Western Wealth Management held 60,569 shares of FT Vest Fund of Deep Buffer ETFs worth $1.7M as of Q1 2026.
Western Wealth Management bought 52,256 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $1.48M.
FT Vest Fund of Deep Buffer ETFs made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #309 holding.
Western Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2022 and has held it in 11 quarters since.
192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.