Advyzon Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Advyzon Investment 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	$707K	Buy	19,355 +3,846	+25%	+$138K	0.05%	355
2026 Q1	$524K	Sell	15,509 -489	-3%	-$16.8K	0.05%	381
2025 Q4	$548K	Buy	15,998 +9,353	+141%	+$316K	0.06%	299
2025 Q3	$222K	Sell	6,645 -251	-4%	-$8.19K	0.04%	412
2025 Q2	$219K	Hold	6,896	–	–	0.05%	344
2025 Q1	$205K	Buy	+6,896	New	+$211K	0.07%	252

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

Advyzon Investment Management's BUFR Position: Q2 2026 in Review

Advyzon Investment Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 25% in Q2 2026, buying an estimated $138K and bringing the position to 19,355 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #355.

Advyzon Investment 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.

Advyzon Investment Management held 19,355 shares of FT Vest Fund of Buffer ETFs worth $707K as of Q2 2026.
Advyzon Investment Management bought 3,846 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $138K.
FT Vest Fund of Buffer ETFs made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #355 holding.
Advyzon Investment 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 Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.