Belpointe Asset Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Belpointe Asset 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 Q3	$1.12M	Sell	29,999 -1,106	-4%	-$41K	0.03%	489
2026 Q2	$1.14M	Buy	31,105 +3,705	+14%	+$133K	0.04%	451
2026 Q1	$925K	Buy	27,400 +10,516	+62%	+$361K	0.03%	482
2025 Q4	$578K	Sell	16,884 -2,300	-12%	-$77.7K	0.02%	610
2025 Q3	$641K	Sell	19,184 -2,217	-10%	-$72.3K	0.02%	547
2025 Q2	$681K	Sell	21,401 -1,459	-6%	-$43.9K	0.03%	473
2025 Q1	$679K	Sell	22,860 -11,062	-33%	-$338K	0.04%	457
2024 Q4	$1M	Sell	33,922 -613	-2%	-$18.6K	0.06%	312
2024 Q3	$1.03M	Sell	34,535 -101	-0.3%	-$2.95K	0.06%	302
2024 Q2	$1M	Buy	34,636 +1,499	+5%	+$42.3K	0.07%	273
2024 Q1	$927K	Buy	+33,137	New	+$903K	0.07%	288
2023 Q2	–	Sell	-9	Closed	-$211	–	964
2023 Q1	$211	Hold	9	–	–	﹤0.01%	3671
2022 Q4	$200	Buy	+9	New	+$198	﹤0.01%	3633

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Belpointe Asset Management's BUFR Position: Q3 2026 in Review

Belpointe Asset Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.6% in Q3 2026, selling an estimated $41K and leaving 29,999 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #489.

Belpointe Asset Management first reported a position in BUFR in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q2 2026. 433 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Belpointe Asset Management held 29,999 shares of FT Vest Fund of Buffer ETFs worth $1.12M as of Q3 2026.
Belpointe Asset Management sold 1,106 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $41K.
FT Vest Fund of Buffer ETFs made up 0.03% of Belpointe Asset Management's portfolio in Q3 2026, its #489 holding.
Belpointe Asset Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 13 quarters since.
Belpointe Asset Management's FT Vest Fund of Buffer ETFs position peaked at $1.14M in Q2 2026.
433 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.