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Abound Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Abound Wealth Management’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 		$30.6K Buy
+837
New +$30K 0.01% 310
2024
Q1 		– Sell
-30
Closed -$798 – 1305
2023
Q4 		$798 Buy
+30
New +$758 ﹤0.01% 818

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Abound Wealth Management's BUFR Position: Q2 2026 in Review

Abound Wealth Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 837 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in BUFR as recently as Q4 2023.

Abound Wealth Management first reported a position in BUFR in Q4 2023 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Abound Wealth Management held 837 shares of FT Vest Fund of Buffer ETFs worth $30.6K as of Q2 2026.
  • FT Vest Fund of Buffer ETFs was a new Abound Wealth Management position in Q2 2026.
  • FT Vest Fund of Buffer ETFs made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Abound Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.