B. Riley Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

B. Riley Wealth Advisors’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	$727K	Hold	19,970	–	–	0.04%	380
2026 Q1	$662K	Sell	19,970 -104,975	-84%	-$3.6M	0.04%	381
2025 Q4	$4.28M	Buy	124,945 +21,241	+20%	+$717K	0.2%	112
2025 Q3	$3.47M	Sell	103,704 -52,112	-33%	-$1.7M	0.16%	134
2025 Q2	$4.95M	Sell	155,816 -122,690	-44%	-$3.69M	0.23%	94
2025 Q1	$8.27M	Buy	278,506 +133,668	+92%	+$4.08M	0.24%	90
2024 Q4	$4.41M	Buy	144,838 +40,410	+39%	+$1.23M	0.14%	153
2024 Q3	$3.12M	Buy	104,428 +14,637	+16%	+$428K	0.09%	225
2024 Q2	$2.6M	Buy	89,791 +44,902	+100%	+$1.27M	0.07%	280
2024 Q1	$1.1M	Sell	44,889 -9,876	-18%	-$269K	0.03%	495
2023 Q4	$1.46M	Buy	54,765 +9,876	+22%	+$250K	0.04%	437
2023 Q3	$1.1M	Buy	+44,889	New	+$1.13M	0.03%	495
2023 Q1	–	Sell	-11,466	Closed	-$255K	–	1531
2022 Q4	$255K	Sell	11,466 -2,568	-18%	-$56.6K	0.01%	1127
2022 Q3	$293K	Buy	+14,034	New	+$312K	0.01%	1012

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

B. Riley Wealth Advisors's BUFR Position: Q2 2026 in Review

B. Riley Wealth Advisors held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 19,970 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #380.

B. Riley Wealth Advisors first reported a position in BUFR in Q3 2022 and has held it in 14 quarters since. The position peaked at $8.27M in Q1 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

B. Riley Wealth Advisors held 19,970 shares of FT Vest Fund of Buffer ETFs worth $727K as of Q2 2026.
B. Riley Wealth Advisors left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #380 holding.
B. Riley Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 14 quarters since.
B. Riley Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $8.27M in Q1 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.