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

Barnes Wealth Management Group’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	$1.51M	Buy	41,139 +3,540	+9%	+$127K	0.7%	37
2026 Q1	$1.27M	Buy	37,599 +2,775	+8%	+$95.3K	0.64%	42
2025 Q4	$1.19M	Buy	34,824 +8,244	+31%	+$278K	0.64%	41
2025 Q3	$888K	Buy	26,580 +18,825	+243%	+$614K	0.49%	52
2025 Q2	$247K	Buy	+7,755	New	+$233K	0.15%	133

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

Barnes Wealth Management Group's BUFR Position: Q2 2026 in Review

Barnes Wealth Management Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 9.4% in Q2 2026, buying an estimated $127K and bringing the position to 41,139 shares worth $1.51M. The position accounts for 0.7% of the portfolio, ranked #37.

Barnes Wealth Management Group first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Barnes Wealth Management Group held 41,139 shares of FT Vest Fund of Buffer ETFs worth $1.51M as of Q2 2026.
Barnes Wealth Management Group bought 3,540 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $127K.
FT Vest Fund of Buffer ETFs made up 0.7% of Barnes Wealth Management Group's portfolio in Q2 2026, its #37 holding.
Barnes Wealth Management Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.