American Institute for Advanced Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

American Institute for Advanced 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	$894K	Sell	24,485 -700	-3%	-$25.1K	0.52%	62
2026 Q1	$850K	Sell	25,185 -585	-2%	-$20.1K	0.55%	56
2025 Q4	$883K	Sell	25,770 -340	-1%	-$11.5K	0.57%	50
2025 Q3	$873K	Sell	26,110 -4,750	-15%	-$155K	0.57%	47
2025 Q2	$981K	Sell	30,860 -725	-2%	-$21.8K	0.69%	39
2025 Q1	$938K	Sell	31,585 -3,385	-10%	-$103K	0.72%	42
2024 Q4	$1.07M	Sell	34,970 -400	-1%	-$12.1K	0.79%	39
2024 Q3	$1.06M	Buy	35,370 +4,890	+16%	+$143K	0.76%	43
2024 Q2	$881K	Buy	30,480 +21,305	+232%	+$601K	0.67%	48
2024 Q1	$257K	Buy	+9,175	New	+$250K	0.2%	114

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

American Institute for Advanced Investment Management's BUFR Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.8% in Q2 2026, selling an estimated $25.1K and leaving 24,485 shares worth $894K. The position accounts for 0.52% of the portfolio, ranked #62.

American Institute for Advanced Investment Management first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2024. 382 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

American Institute for Advanced Investment Management held 24,485 shares of FT Vest Fund of Buffer ETFs worth $894K as of Q2 2026.
American Institute for Advanced Investment Management sold 700 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $25.1K.
FT Vest Fund of Buffer ETFs made up 0.52% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #62 holding.
American Institute for Advanced Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
American Institute for Advanced Investment Management's FT Vest Fund of Buffer ETFs position peaked at $1.07M in Q4 2024.
382 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.