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

Axis Wealth Partners’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 		$789K Sell
21,599
-445
-2% -$15.9K 0.38% 69
2026
Q1 		$744K Buy
22,044
+1,542
+8% +$52.9K 0.4% 72
2025
Q4 		$702K Buy
20,502
+449
+2% +$15.2K 0.39% 68
2025
Q3 		$670K Buy
20,053
+482
+2% +$15.7K 0.39% 71
2025
Q2 		$622K Buy
19,571
+221
+1% +$6.65K 0.41% 67
2025
Q1 		$574K Buy
19,350
+1,355
+8% +$41.4K 0.42% 68
2024
Q4 		$548K Buy
+17,995
New +$546K 0.46% 60

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

Axis Wealth Partners's BUFR Position: Q2 2026 in Review

Axis Wealth Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2% in Q2 2026, selling an estimated $15.9K and leaving 21,599 shares worth $789K. The position accounts for 0.38% of the portfolio, ranked #69.

Axis Wealth Partners first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Axis Wealth Partners held 21,599 shares of FT Vest Fund of Buffer ETFs worth $789K as of Q2 2026.
  • Axis Wealth Partners sold 445 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $15.9K.
  • FT Vest Fund of Buffer ETFs made up 0.38% of Axis Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Axis Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.