ABLE Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

ABLE Financial Group’s Portfolio BUFR Stock Details BUFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$676K	Buy	18,510 +709	+4%	+$25.4K	0.11%	117
2026 Q1	$601K	Sell	17,801 -2,001	-10%	-$68.7K	0.12%	120
2025 Q4	$678K	Buy	19,802 +2,209	+13%	+$74.6K	0.14%	111
2025 Q3	$588K	Sell	17,593 -668	-4%	-$21.8K	0.13%	115
2025 Q2	$581K	Sell	18,261 -37,604	-67%	-$1.13M	0.14%	112
2025 Q1	$1.66M	Sell	55,865 -178,618	-76%	-$5.46M	0.47%	43
2024 Q4	$7.14M	Sell	234,483 -107,802	-31%	-$3.27M	2.11%	10
2024 Q3	$10.2M	Buy	342,285 +16,539	+5%	+$483K	3.16%	6
2024 Q2	$9.42M	Buy	325,746 +24,107	+8%	+$680K	3.4%	5
2024 Q1	$8.43M	Buy	+301,639	New	+$8.22M	3.31%	5

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ABLE Financial Group's BUFR Position: Q2 2026 in Review

ABLE Financial Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4% in Q2 2026, buying an estimated $25.4K and bringing the position to 18,510 shares worth $676K. The position accounts for 0.11% of the portfolio, ranked #117.

ABLE Financial Group first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.2M in Q3 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

ABLE Financial Group held 18,510 shares of FT Vest Fund of Buffer ETFs worth $676K as of Q2 2026.
ABLE Financial Group bought 709 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $25.4K.
FT Vest Fund of Buffer ETFs made up 0.11% of ABLE Financial Group's portfolio in Q2 2026, its #117 holding.
ABLE Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
ABLE Financial Group's FT Vest Fund of Buffer ETFs position peaked at $10.2M in Q3 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.