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

Avion Wealth’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	$116K	Hold	3,186	–	–	0.02%	161
2026 Q1	$107K	Hold	3,186	–	–	0.02%	143
2025 Q4	$109K	Hold	3,186	–	–	0.02%	138
2025 Q3	$106K	Hold	3,186	–	–	0.02%	147
2025 Q2	$101K	Buy	+3,186	New	+$95.9K	0.02%	147

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

Avion Wealth's BUFR Position: Q2 2026 in Review

Avion Wealth held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 3,186 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #161.

Avion Wealth first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Avion Wealth held 3,186 shares of FT Vest Fund of Buffer ETFs worth $116K as of Q2 2026.
Avion Wealth left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #161 holding.
Avion Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.