Beacon Pointe Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Beacon Pointe 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	$4.34M	Buy	118,880 +2,200	+2%	+$78.8K	0.02%	547
2026 Q1	$3.94M	Buy	116,680 +82,050	+237%	+$2.82M	0.02%	532
2025 Q4	$1.19M	Sell	34,630 -116	-0.3%	-$3.92K	0.01%	777
2025 Q3	$1.16M	Buy	34,746 +8,133	+31%	+$265K	0.01%	712
2025 Q2	$846K	Buy	26,613 +10,449	+65%	+$314K	0.01%	718
2025 Q1	$480K	Buy	16,164 +665	+4%	+$20.3K	0.01%	859
2024 Q4	$472K	Buy	15,499 +479	+3%	+$14.5K	0.01%	851
2024 Q3	$449K	Buy	15,020 +1,698	+13%	+$49.6K	0.01%	886
2024 Q2	$385K	Sell	13,322 -1,929	-13%	-$54.4K	﹤0.01%	969
2024 Q1	$426K	Buy	+15,251	New	+$416K	﹤0.01%	979

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

Beacon Pointe Advisors's BUFR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.9% in Q2 2026, buying an estimated $78.8K and bringing the position to 118,880 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #547.

Beacon Pointe Advisors first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Beacon Pointe Advisors held 118,880 shares of FT Vest Fund of Buffer ETFs worth $4.34M as of Q2 2026.
Beacon Pointe Advisors bought 2,200 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $78.8K.
FT Vest Fund of Buffer ETFs made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #547 holding.
Beacon Pointe Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.