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

Benson Wealth 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	$1.46M	Sell	40,019 -17,985	-31%	-$644K	1.47%	22
2026 Q1	$1.96M	Buy	58,004 +26,034	+81%	+$894K	2.68%	12
2025 Q4	$1.1M	Buy	+31,970	New	+$1.08M	1.22%	23

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

Benson Wealth Management's BUFR Position: Q2 2026 in Review

Benson Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 31% in Q2 2026, selling an estimated $644K and leaving 40,019 shares worth $1.46M. The position accounts for 1.47% of the portfolio, ranked #22.

Benson Wealth Management first reported a position in BUFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q1 2026. 533 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Benson Wealth Management held 40,019 shares of FT Vest Fund of Buffer ETFs worth $1.46M as of Q2 2026.
Benson Wealth Management sold 17,985 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $644K.
FT Vest Fund of Buffer ETFs made up 1.47% of Benson Wealth Management's portfolio in Q2 2026, its #22 holding.
Benson Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
Benson Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $1.96M in Q1 2026.
533 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.