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

Accel 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	$4.27M	Buy	117,011 +59,624	+104%	+$2.14M	0.96%	27
2026 Q1	$1.94M	Buy	57,387 +50,936	+790%	+$1.75M	0.51%	50
2025 Q4	$221K	Sell	6,451 -465	-7%	-$15.7K	0.06%	257
2025 Q3	$231K	Hold	6,916	–	–	0.07%	243
2025 Q2	$220K	Hold	6,916	–	–	0.07%	236
2025 Q1	$205K	Buy	+6,916	New	+$211K	0.07%	234

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

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

Accel Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 104% in Q2 2026, buying an estimated $2.14M and bringing the position to 117,011 shares worth $4.27M. The position accounts for 0.96% of the portfolio, ranked #27.

Accel Wealth Management first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Accel Wealth Management held 117,011 shares of FT Vest Fund of Buffer ETFs worth $4.27M as of Q2 2026.
Accel Wealth Management bought 59,624 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.14M.
FT Vest Fund of Buffer ETFs made up 0.96% of Accel Wealth Management's portfolio in Q2 2026, its #27 holding.
Accel Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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