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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.84M Sell
49,010
-21,148
-30% -$785K 0.13% 64
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

Amplius Wealth Advisors's BUFR Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 30% in Q3 2026, selling an estimated $785K and leaving 49,010 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #64.

Amplius Wealth Advisors first reported a position in BUFR in Q3 2023 and has held it in 13 quarters since. The position peaked at $35M in Q4 2024. 406 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Amplius Wealth Advisors held 49,010 shares of FT Vest Fund of Buffer ETFs worth $1.84M as of Q3 2026.
  • Amplius Wealth Advisors sold 21,148 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $785K.
  • FT Vest Fund of Buffer ETFs made up 0.13% of Amplius Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Amplius Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 13 quarters since.
  • Amplius Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $35M in Q4 2024.
  • 406 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.