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

Avaii 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	$8.59M	Buy	+235,145	New	+$8.42M	2.52%	12

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

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

Avaii Wealth Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 235,145 shares worth $8.59M. The stake represents 2.52% of the portfolio and ranks #12 among its holdings.

537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Avaii Wealth Management held 235,145 shares of FT Vest Fund of Buffer ETFs worth $8.59M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Avaii Wealth Management position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 2.52% of Avaii Wealth Management's portfolio in Q2 2026, its #12 holding.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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