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

Axxcess 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	$219K	Buy	+6,000	New	+$215K	﹤0.01%	975
2026 Q1	–	Sell	-15,633	Closed	-$536K	–	464
2025 Q4	$536K	Buy	15,633 +9,633	+161%	+$325K	0.01%	681
2025 Q3	$201K	Sell	6,000 -1,439	-19%	-$46.9K	﹤0.01%	891
2025 Q2	$237K	Hold	7,439	–	–	0.01%	787
2025 Q1	$221K	Sell	7,439 -18,390	-71%	-$562K	0.01%	784
2024 Q4	$787K	Buy	25,829 +1,085	+4%	+$32.9K	0.02%	452
2024 Q3	$740K	Sell	24,744 -70	-0.3%	-$2.05K	0.02%	463
2024 Q2	$718K	Buy	24,814 +1,036	+4%	+$29.2K	0.02%	444
2024 Q1	$665K	Buy	+23,778	New	+$648K	0.02%	470
2023 Q4	–	Sell	-9,257	Closed	-$227K	–	847
2023 Q3	$227K	Buy	+9,257	New	+$233K	0.01%	693

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

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

Axxcess Wealth Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 6,000 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BUFR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BUFR in Q3 2023 and has held it in 10 quarters since. The position peaked at $787K in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Axxcess Wealth Management held 6,000 shares of FT Vest Fund of Buffer ETFs worth $219K as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Axxcess Wealth Management position in Q2 2026.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #975 holding.
Axxcess Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 10 quarters since.
Axxcess Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $787K in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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