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

Arete 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	$439K	Sell	12,020 -1,660	-12%	-$59.5K	0.03%	302
2026 Q1	$462K	Sell	13,680 -10	-0.1%	-$343	0.03%	283
2025 Q4	$469K	Sell	13,690 -290	-2%	-$9.79K	0.03%	314
2025 Q3	$467K	Sell	13,980 -295	-2%	-$9.62K	0.03%	462
2025 Q2	$454K	Hold	14,275	–	–	0.03%	435
2025 Q1	$424K	Sell	14,275 -40	-0.3%	-$1.22K	0.03%	434
2024 Q4	$436K	Sell	14,315 -250	-2%	-$7.58K	0.03%	449
2024 Q3	$434K	Sell	14,565 -70	-0.5%	-$2.05K	0.04%	406
2024 Q2	$423K	Buy	14,635 +2,295	+19%	+$64.8K	0.03%	429
2024 Q1	$345K	Buy	+12,340	New	+$336K	0.03%	329

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

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

Arete Wealth Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 12% in Q2 2026, selling an estimated $59.5K and leaving 12,020 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #302.

Arete Wealth Advisors first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $469K in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Arete Wealth Advisors held 12,020 shares of FT Vest Fund of Buffer ETFs worth $439K as of Q2 2026.
Arete Wealth Advisors sold 1,660 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $59.5K.
FT Vest Fund of Buffer ETFs made up 0.03% of Arete Wealth Advisors's portfolio in Q2 2026, its #302 holding.
Arete Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Arete Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $469K in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.