Allworth Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Allworth Financial’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	$587K	Sell	16,062 -18	-0.1%	-$645	﹤0.01%	919
2026 Q1	$543K	Sell	16,080 -974	-6%	-$33.4K	﹤0.01%	925
2025 Q4	$584K	Buy	17,054 +974	+6%	+$32.9K	﹤0.01%	867
2025 Q3	$537K	Hold	16,080	–	–	﹤0.01%	874
2025 Q2	$511K	Sell	16,080 -1,500	-9%	-$45.1K	﹤0.01%	842
2025 Q1	$513K	Sell	17,580 -171	-1%	-$5.23K	﹤0.01%	675
2024 Q4	$551K	Buy	17,751 +1,524	+9%	+$46.2K	﹤0.01%	667
2024 Q3	$485K	Sell	16,227 -4,000	-20%	-$117K	﹤0.01%	578
2024 Q2	$587K	Buy	+20,227	New	+$571K	﹤0.01%	538

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

Allworth Financial's BUFR Position: Q2 2026 in Review

Allworth Financial reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.11% in Q2 2026, selling an estimated $645 and leaving 16,062 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Allworth Financial first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. The position peaked at $587K in Q2 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Allworth Financial held 16,062 shares of FT Vest Fund of Buffer ETFs worth $587K as of Q2 2026.
Allworth Financial sold 18 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $645.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #919 holding.
Allworth Financial first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
Allworth Financial's FT Vest Fund of Buffer ETFs position peaked at $587K in Q2 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.