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

Bernard 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 		– Sell
-873
Closed -$29.5K – 330
2026
Q1 		$29.5K Hold
873
– – 0.01% 158
2025
Q4 		$29.9K Hold
873
– – 0.01% 156
2025
Q3 		$29.2K Hold
873
– – 0.01% 159
2025
Q2 		$27.8K Hold
873
– – 0.01% 162
2025
Q1 		$25.9K Sell
873
-1,200
-58% -$36.7K 0.01% 165
2024
Q4 		$63.2K Buy
+2,073
New +$62.9K 0.03% 111

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Bernard Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 873 shares — an estimated $29.5K sold.

Bernard Wealth Management first reported a position in BUFR in Q4 2024 and held it in 6 quarters. The position peaked at $63.2K in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Bernard Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 873 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $29.5K.
  • Bernard Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $63.2K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.