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

Avior 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	$789K	Sell	21,053 -8,920	-30%	-$331K	0.02%	406
2026 Q2	$1.09M	Buy	29,973 +1,648	+6%	+$59K	0.03%	340
2026 Q1	$957K	Buy	28,325 +18,991	+203%	+$652K	0.03%	364
2025 Q4	$320K	Sell	9,334 -60	-0.6%	-$2.03K	0.01%	594
2025 Q3	$314K	Buy	9,394 +109	+1%	+$3.56K	0.01%	579
2025 Q2	$295K	Sell	9,285 -57	-0.6%	-$1.72K	0.01%	574
2025 Q1	$277K	Buy	9,342 +4,273	+84%	+$131K	0.01%	570
2024 Q4	$154K	Buy	5,069 +327	+7%	+$9.92K	0.01%	783
2024 Q3	$142K	Buy	4,742 +2,854	+151%	+$83.4K	0.01%	786
2024 Q2	$54.6K	Buy	1,888 +195	+12%	+$5.5K	﹤0.01%	1059
2024 Q1	$47.4K	Buy	1,693 +1,279	+309%	+$34.9K	﹤0.01%	1257
2023 Q4	$11K	Hold	414	–	–	﹤0.01%	976
2023 Q3	$10.2K	Buy	414 +2	+0.5%	+$50	﹤0.01%	1038
2023 Q2	$10.3K	Buy	+412	New	+$9.86K	﹤0.01%	1023

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

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

Avior Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 30% in Q3 2026, selling an estimated $331K and leaving 21,053 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #406.

Avior Wealth Management first reported a position in BUFR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q2 2026. 46 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Avior Wealth Management held 21,053 shares of FT Vest Fund of Buffer ETFs worth $789K as of Q3 2026.
Avior Wealth Management sold 8,920 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $331K.
FT Vest Fund of Buffer ETFs made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #406 holding.
Avior Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 14 quarters since.
Avior Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $1.09M in Q2 2026.
46 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

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