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

Arkadios 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 		$14.7M Sell
402,374
-12,941
-3% -$464K 0.22% 94
2026
Q1 		$14M Buy
415,315
+206,911
+99% +$7.1M 0.23% 91
2025
Q4 		$7.14M Buy
208,404
+28,120
+16% +$949K 0.14% 160
2025
Q3 		$6.03M Buy
180,284
+23,167
+15% +$756K 0.14% 164
2025
Q2 		$5M Buy
157,117
+20,428
+15% +$615K 0.15% 158
2025
Q1 		$4.06M Buy
136,689
+13,894
+11% +$425K 0.15% 155
2024
Q4 		$3.74M Sell
122,795
-6,188
-5% -$188K 0.2% 103
2024
Q3 		$3.86M Buy
128,983
+28,485
+28% +$832K 0.22% 103
2024
Q2 		$2.91M Sell
100,498
-570,984
-85% -$16.1M 0.2% 105
2024
Q1 		$18.8M Sell
671,482
-11,339
-2% -$309K 1.46% 10
2023
Q4 		$18.1M Sell
682,821
-15,167
-2% -$383K 1.53% 11
2023
Q3 		$17.1M Sell
697,988
-160,974
-19% -$4.05M 1.62% 9
2023
Q2 		$21.5M Buy
858,962
+29,705
+4% +$711K 2.5% 2
2023
Q1 		$19.5M Sell
829,257
-67,447
-8% -$1.55M 2.32% 2
2022
Q4 		$19.9M Buy
896,704
+116,539
+15% +$2.57M 2.64% 2
2022
Q3 		$16.3M Buy
780,165
+41,405
+6% +$921K 2.46% 2
2022
Q2 		$15.9M Sell
738,760
-284,675
-28% -$6.37M 2.36% 2
2022
Q1 		$24.3M Buy
1,023,435
+343,605
+51% +$8.04M 3.19% 2
2021
Q4 		$16.3M Buy
679,830
+257,064
+61% +$6.07M 2.16% 2
2021
Q3 		$9.7M Buy
422,766
+3,191
+0.8% +$73.8K 1.4% 5
2021
Q2 		$9.63M Buy
419,575
+17,363
+4% +$392K 1.17% 6
2021
Q1 		$8.89M Buy
402,212
+241,110
+150% +$5.25M 1.46% 4
2020
Q4 		$3.46M Buy
+161,102
New +$3.36M 0.73% 30

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.1% in Q2 2026, selling an estimated $464K and leaving 402,374 shares worth $14.7M. The position accounts for 0.22% of the portfolio, ranked #94.

Arkadios Wealth Advisors first reported a position in BUFR in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.3M in Q1 2022. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Arkadios Wealth Advisors held 402,374 shares of FT Vest Fund of Buffer ETFs worth $14.7M as of Q2 2026.
  • Arkadios Wealth Advisors sold 12,941 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $464K.
  • FT Vest Fund of Buffer ETFs made up 0.22% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Arkadios Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $24.3M in Q1 2022.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.