WA
BUFD icon

Whipplewood Advisors’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Whipplewood 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
2025
Q1 		– Sell
-38,651
Closed -$986K – 1215
2024
Q4 		$986K Buy
+38,651
New +$981K 0.56% 44

Other funds holding BUFD

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Whipplewood Advisors's BUFD Position: Q1 2025 in Review

Whipplewood Advisors sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q1 2025, closing a stake of 38,651 shares — an estimated $986K sold.

Whipplewood Advisors first reported a position in BUFD in Q4 2024 and held it in 1 quarter. The position peaked at $986K in Q4 2024. 163 funds tracked by Wall St. Rank hold BUFD as of Q1 2025.

  • Whipplewood Advisors reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 38,651 FT Vest Fund of Deep Buffer ETFs shares in Q1 2025, an estimated $986K.
  • Whipplewood Advisors first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and held it in 1 quarter.
  • Whipplewood Advisors's FT Vest Fund of Deep Buffer ETFs position peaked at $986K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.