Adamsbrown Wealth Consultants’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Adamsbrown Wealth Consultants’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	$738K	Sell	20,215 -1,963	-9%	-$70.3K	0.14%	63
2026 Q1	$749K	Buy	22,178 +4,062	+22%	+$139K	0.2%	53
2025 Q4	$621K	Buy	18,116 +356	+2%	+$12K	0.17%	57
2025 Q3	$594K	Hold	17,760	–	–	0.16%	52
2025 Q2	$565K	Sell	17,760 -92	-0.5%	-$2.77K	0.16%	48
2025 Q1	$530K	Buy	17,852 +2,472	+16%	+$75.5K	0.17%	48
2024 Q4	$469K	Buy	15,380 +8,046	+110%	+$244K	0.16%	53
2024 Q3	$219K	Buy	+7,334	New	+$214K	0.08%	85

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

Adamsbrown Wealth Consultants's BUFR Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.9% in Q2 2026, selling an estimated $70.3K and leaving 20,215 shares worth $738K. The position accounts for 0.14% of the portfolio, ranked #63.

Adamsbrown Wealth Consultants first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. The position peaked at $749K in Q1 2026. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Adamsbrown Wealth Consultants held 20,215 shares of FT Vest Fund of Buffer ETFs worth $738K as of Q2 2026.
Adamsbrown Wealth Consultants sold 1,963 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $70.3K.
FT Vest Fund of Buffer ETFs made up 0.14% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #63 holding.
Adamsbrown Wealth Consultants first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
Adamsbrown Wealth Consultants's FT Vest Fund of Buffer ETFs position peaked at $749K in Q1 2026.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.