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

Balboa 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	$1.61M	Buy	44,128 +2,079	+5%	+$74.5K	0.22%	76
2026 Q1	$1.42M	Sell	42,049 -869	-2%	-$29.8K	0.24%	73
2025 Q4	$1.47M	Buy	42,918 +1,109	+3%	+$37.4K	0.24%	69
2025 Q3	$1.4M	Buy	41,809 +500	+1%	+$16.3K	0.24%	66
2025 Q2	$1.31M	Buy	41,309 +11,163	+37%	+$336K	0.26%	67
2025 Q1	$895K	Buy	30,146 +6,688	+29%	+$204K	0.22%	85
2024 Q4	$715K	Buy	+23,458	New	+$711K	0.16%	105

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

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

Balboa Wealth Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.9% in Q2 2026, buying an estimated $74.5K and bringing the position to 44,128 shares worth $1.61M. The position accounts for 0.22% of the portfolio, ranked #76.

Balboa 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.

Balboa Wealth Partners held 44,128 shares of FT Vest Fund of Buffer ETFs worth $1.61M as of Q2 2026.
Balboa Wealth Partners bought 2,079 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $74.5K.
FT Vest Fund of Buffer ETFs made up 0.22% of Balboa Wealth Partners's portfolio in Q2 2026, its #76 holding.
Balboa 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 Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.