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 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 $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

Belpointe Asset Management's BUFR Position: Q2 2026 in Review

Belpointe Asset Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 14% in Q2 2026, buying an estimated $133K and bringing the position to 31,105 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #451.

Belpointe Asset Management first reported a position in BUFR in Q4 2022 and has held it in 12 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Belpointe Asset Management held 31,105 shares of FT Vest Fund of Buffer ETFs worth $1.14M as of Q2 2026.
Belpointe Asset Management bought 3,705 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $133K.
FT Vest Fund of Buffer ETFs made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #451 holding.
Belpointe Asset Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 12 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.