AWM
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AE Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

AE 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 		$12.6M Buy
346,091
+14,193
+4% +$508K 0.06% 270
2026
Q1 		$11.2M Buy
331,898
+39,840
+14% +$1.37M 0.06% 282
2025
Q4 		$10M Buy
292,058
+56,961
+24% +$1.92M 0.06% 286
2025
Q3 		$7.86M Buy
235,097
+47,246
+25% +$1.54M 0.05% 305
2025
Q2 		$5.97M Sell
187,851
-8,599
-4% -$259K 0.04% 331
2025
Q1 		$5.83M Sell
196,450
-1,707
-0.9% -$52.2K 0.05% 316
2024
Q4 		$6.04M Buy
198,157
+69,159
+54% +$2.1M 0.05% 312
2024
Q3 		$3.86M Buy
128,998
+14,900
+13% +$435K 0.04% 382
2024
Q2 		$3.3M Buy
114,098
+17,976
+19% +$507K 0.03% 417
2024
Q1 		$2.69M Sell
96,122
-2,796,653
-97% -$76.2M 0.03% 424
2023
Q4 		$78.1M Buy
2,892,775
+1,455,390
+101% +$36.8M 0.4% 39
2023
Q3 		$35.2M Buy
1,437,385
+639,107
+80% +$16.1M 0.21% 106
2023
Q2 		$20M Sell
798,278
-48,508
-6% -$1.16M 0.12% 194
2023
Q1 		$19.9M Buy
846,786
+20,781
+3% +$477K 0.13% 190
2022
Q4 		$18.3M Buy
826,005
+45,756
+6% +$1.01M 0.13% 185
2022
Q3 		$16.3M Buy
780,249
+149,799
+24% +$3.33M 0.13% 169
2022
Q2 		$13.5M Sell
630,450
-44,696
-7% -$1M 0.11% 206
2022
Q1 		$16M Sell
675,146
-638,223
-49% -$14.9M 0.11% 187
2021
Q4 		$31.6M Buy
1,313,369
+621,291
+90% +$14.7M 0.22% 105
2021
Q3 		$15.9M Buy
692,078
+525,239
+315% +$12.1M 0.13% 172
2021
Q2 		$3.83M Buy
166,839
+54,109
+48% +$1.22M 0.03% 444
2021
Q1 		$2.49M Buy
+112,730
New +$2.45M 0.03% 512

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AE Wealth Management's BUFR Position: Q2 2026 in Review

AE Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.3% in Q2 2026, buying an estimated $508K and bringing the position to 346,091 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #270.

AE Wealth Management first reported a position in BUFR in Q1 2021 and has held it in 22 quarters since. The position peaked at $78.1M in Q4 2023. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • AE Wealth Management held 346,091 shares of FT Vest Fund of Buffer ETFs worth $12.6M as of Q2 2026.
  • AE Wealth Management bought 14,193 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $508K.
  • FT Vest Fund of Buffer ETFs made up 0.06% of AE Wealth Management's portfolio in Q2 2026, its #270 holding.
  • AE Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 22 quarters since.
  • AE Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $78.1M in Q4 2023.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.