AWA
BUFR icon

Amplius Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Amplius Wealth Advisors’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 		$2.56M Sell
70,158
-21,689
-24% -$777K 0.19% 46
2026
Q1 		$3.1M Sell
91,847
-22,593
-20% -$776K 0.26% 41
2025
Q4 		$3.92M Sell
114,440
-15,754
-12% -$532K 0.33% 34
2025
Q3 		$4.35M Sell
130,194
-853,137
-87% -$27.8M 0.38% 34
2025
Q2 		$31.3M Sell
983,331
-8,727
-0.9% -$263K 2.91% 11
2025
Q1 		$29.5M Sell
992,058
-155,220
-14% -$4.74M 3.06% 11
2024
Q4 		$35M Buy
1,147,278
+138,970
+14% +$4.21M 3.58% 7
2024
Q3 		$30.1M Buy
1,008,308
+578,271
+134% +$16.9M 3.29% 11
2024
Q2 		$12.4M Sell
430,037
-12,232
-3% -$345K 1.38% 23
2024
Q1 		$12.4M Sell
442,269
-762,837
-63% -$20.8M 1.39% 21
2023
Q4 		$32M Buy
1,205,106
+318,965
+36% +$8.06M 3.87% 9
2023
Q3 		$21.7M Buy
+886,141
New +$22.3M 2.91% 11

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SFS
Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Amplius Wealth Advisors's BUFR Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 24% in Q2 2026, selling an estimated $777K and leaving 70,158 shares worth $2.56M. The position accounts for 0.19% of the portfolio, ranked #46.

Amplius Wealth Advisors first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $35M in Q4 2024. 167 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Amplius Wealth Advisors held 70,158 shares of FT Vest Fund of Buffer ETFs worth $2.56M as of Q2 2026.
  • Amplius Wealth Advisors sold 21,689 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $777K.
  • FT Vest Fund of Buffer ETFs made up 0.19% of Amplius Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Amplius Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
  • Amplius Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $35M in Q4 2024.
  • 167 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.