Advisory Resource Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Advisory Resource Group’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	$402K	Sell	11,018 -9,827	-47%	-$352K	0.06%	148
2026 Q1	$704K	Buy	20,845 +7,002	+51%	+$240K	0.12%	121
2025 Q4	$474K	Sell	13,843 -16,740	-55%	-$565K	0.08%	129
2025 Q3	$1.02M	Buy	30,583 +14,631	+92%	+$477K	0.18%	112
2025 Q2	$507K	Sell	15,952 -690	-4%	-$20.8K	0.1%	128
2025 Q1	$494K	Buy	16,642 +5,057	+44%	+$155K	0.1%	129
2024 Q4	$353K	Buy	+11,585	New	+$351K	0.07%	132

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

Advisory Resource Group's BUFR Position: Q2 2026 in Review

Advisory Resource Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 47% in Q2 2026, selling an estimated $352K and leaving 11,018 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #148.

Advisory Resource Group first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Advisory Resource Group held 11,018 shares of FT Vest Fund of Buffer ETFs worth $402K as of Q2 2026.
Advisory Resource Group sold 9,827 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $352K.
FT Vest Fund of Buffer ETFs made up 0.06% of Advisory Resource Group's portfolio in Q2 2026, its #148 holding.
Advisory Resource Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Advisory Resource Group's FT Vest Fund of Buffer ETFs position peaked at $1.02M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.