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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
Q3 		$8.21M Sell
218,132
-17,013
-7% -$631K 2.36% 16
2026
Q2 		$8.59M Buy
+235,145
New +$8.42M 2.52% 12

Other funds holding BUFR

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Avaii Wealth Management's BUFR Position: Q3 2026 in Review

Avaii Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.2% in Q3 2026, selling an estimated $631K and leaving 218,132 shares worth $8.21M. The position accounts for 2.36% of the portfolio, ranked #16.

Avaii Wealth Management first reported a position in BUFR in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.59M in Q2 2026. 26 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Avaii Wealth Management held 218,132 shares of FT Vest Fund of Buffer ETFs worth $8.21M as of Q3 2026.
  • Avaii Wealth Management sold 17,013 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $631K.
  • FT Vest Fund of Buffer ETFs made up 2.36% of Avaii Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Avaii Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2026 and has held it in 2 quarters since.
  • Avaii Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $8.59M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.