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 Q3	$6.82K	Sell	182 -655	-78%	-$24.3K	﹤0.01%	633
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Abound Wealth Management's BUFR Position: Q3 2026 in Review

Abound Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 78% in Q3 2026, selling an estimated $24.3K and leaving 182 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Abound Wealth Management first reported a position in BUFR in Q4 2023 and has held it in 3 quarters since. The position peaked at $30.6K in Q2 2026. 348 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Abound Wealth Management held 182 shares of FT Vest Fund of Buffer ETFs worth $6.82K as of Q3 2026.
Abound Wealth Management sold 655 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $24.3K.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #633 holding.
Abound Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 3 quarters since.
Abound Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $30.6K in Q2 2026.
348 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.