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

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return