Alliance Wealth Advisors (Pennsylvania)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$935K	Hold	25,604	–	–	0.3%	51
2026 Q1	$865K	Hold	25,604	–	–	0.38%	47
2025 Q4	$877K	Hold	25,604	–	–	0.38%	45
2025 Q3	$856K	Sell	25,604 -153	-0.6%	-$4.99K	0.38%	44
2025 Q2	$819K	Sell	25,757 -1,414	-5%	-$42.6K	0.42%	40
2025 Q1	$807K	Hold	27,171	–	–	0.46%	38
2024 Q4	$828K	Hold	27,171	–	–	0.46%	40
2024 Q3	$812K	Hold	27,171	–	–	0.46%	41
2024 Q2	$786K	Sell	27,171 -283	-1%	-$7.99K	0.49%	39
2024 Q1	$768K	Buy	27,454 +2,204	+9%	+$60.1K	0.48%	38
2023 Q4	$671K	Sell	25,250 -43,321	-63%	-$1.09M	0.44%	42
2023 Q3	$1.68M	Buy	68,571 +5,326	+8%	+$134K	1.21%	20
2023 Q2	$1.58M	Buy	63,245 +568	+0.9%	+$13.6K	1.13%	22
2023 Q1	$1.47M	Sell	62,677 -72	-0.1%	-$1.65K	1.1%	24
2022 Q4	$1.39M	Buy	62,749 +773	+1%	+$17K	1.16%	23
2022 Q3	$1.29M	Buy	61,976 +3,594	+6%	+$79.9K	1.2%	21
2022 Q2	$1.25M	Buy	+58,382	New	+$1.31M	1.08%	23

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

Alliance Wealth Advisors (Pennsylvania)'s BUFR Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 25,604 shares worth $935K. The position accounts for 0.3% of the portfolio, ranked #51.

Alliance Wealth Advisors (Pennsylvania) first reported a position in BUFR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.68M in Q3 2023. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 25,604 shares of FT Vest Fund of Buffer ETFs worth $935K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.3% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #51 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and has held it in 17 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s FT Vest Fund of Buffer ETFs position peaked at $1.68M in Q3 2023.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.