Acorn Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Acorn Wealth Advisors’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	$3.31M	Buy	90,579 +333	+0.4%	+$11.9K	0.81%	33
2026 Q1	$3.05M	Sell	90,246 -13,229	-13%	-$454K	0.89%	28
2025 Q4	$3.55M	Sell	103,475 -3,809	-4%	-$129K	1.06%	22
2025 Q3	$3.59M	Sell	107,284 -6,148	-5%	-$201K	1.12%	20
2025 Q2	$3.61M	Sell	113,432 -3,404	-3%	-$102K	1.34%	18
2025 Q1	$3.47M	Sell	116,836 -6,142	-5%	-$188K	1.44%	16
2024 Q4	$3.75M	Sell	122,978 -12,192	-9%	-$370K	1.55%	14
2024 Q3	$4.04M	Buy	135,170 +36,531	+37%	+$1.07M	1.74%	12
2024 Q2	$2.85M	Buy	98,639 +35,872	+57%	+$1.01M	1.41%	16
2024 Q1	$1.75M	Buy	62,767 +23,980	+62%	+$654K	0.92%	27
2023 Q4	$1.03M	Buy	+38,787	New	+$980K	0.61%	36
2023 Q3	–	Sell	-9,218	Closed	-$231K	–	184
2023 Q2	$231K	Buy	+9,218	New	+$221K	0.16%	151
2023 Q1	–	Sell	-9,291	Closed	-$206K	–	169
2022 Q4	$206K	Sell	9,291 -2,255	-20%	-$49.7K	0.16%	149
2022 Q3	$241K	Sell	11,546 -656	-5%	-$14.6K	0.2%	129
2022 Q2	$262K	Buy	12,202 +1,146	+10%	+$25.6K	0.21%	126
2022 Q1	$263K	Buy	+11,056	New	+$259K	0.18%	140

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

Acorn Wealth Advisors's BUFR Position: Q2 2026 in Review

Acorn Wealth Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.37% in Q2 2026, buying an estimated $11.9K and bringing the position to 90,579 shares worth $3.31M. The position accounts for 0.81% of the portfolio, ranked #33.

Acorn Wealth Advisors first reported a position in BUFR in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.04M in Q3 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Acorn Wealth Advisors held 90,579 shares of FT Vest Fund of Buffer ETFs worth $3.31M as of Q2 2026.
Acorn Wealth Advisors bought 333 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $11.9K.
FT Vest Fund of Buffer ETFs made up 0.81% of Acorn Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Acorn Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 16 quarters since.
Acorn Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $4.04M in Q3 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.