Apollon Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Apollon Wealth 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	$12.6M	Sell	344,983 -2,577	-0.7%	-$92.3K	0.15%	128
2026 Q1	$11.7M	Sell	347,560 -38,127	-10%	-$1.31M	0.19%	109
2025 Q4	$13.2M	Buy	385,687 +10,946	+3%	+$370K	0.23%	92
2025 Q3	$12.5M	Buy	374,741 +11,326	+3%	+$369K	0.22%	90
2025 Q2	$11.6M	Buy	363,415 +22,648	+7%	+$682K	0.23%	86
2025 Q1	$10.1M	Buy	340,767 +18,845	+6%	+$576K	0.22%	88
2024 Q4	$9.81M	Buy	321,922 +17,553	+6%	+$532K	0.23%	82
2024 Q3	$9.1M	Buy	304,369 +133,351	+78%	+$3.9M	0.26%	71
2024 Q2	$4.95M	Buy	171,018 +74,574	+77%	+$2.1M	0.15%	123
2024 Q1	$2.7M	Buy	96,444 +59,067	+158%	+$1.61M	0.08%	222
2023 Q4	$993K	Buy	+37,377	New	+$944K	0.03%	454

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

Apollon Wealth Management's BUFR Position: Q2 2026 in Review

Apollon Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.74% in Q2 2026, selling an estimated $92.3K and leaving 344,983 shares worth $12.6M. The position accounts for 0.15% of the portfolio, ranked #128.

Apollon Wealth Management first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Apollon Wealth Management held 344,983 shares of FT Vest Fund of Buffer ETFs worth $12.6M as of Q2 2026.
Apollon Wealth Management sold 2,577 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $92.3K.
FT Vest Fund of Buffer ETFs made up 0.15% of Apollon Wealth Management's portfolio in Q2 2026, its #128 holding.
Apollon Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Apollon Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $13.2M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.