Bigelow Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bigelow Investment 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	$4.74M	Sell	129,658 -14,328	-10%	-$513K	1.71%	15
2026 Q1	$4.86M	Sell	143,986 -19,981	-12%	-$686K	1.95%	10
2025 Q4	$5.62M	Buy	163,967 +7,582	+5%	+$256K	2.19%	7
2025 Q3	$5.23M	Buy	+156,385	New	+$5.1M	2.11%	9
2023 Q4	–	Sell	-52,097	Closed	-$1.28M	–	151
2023 Q3	$1.28M	Buy	52,097 +8,753	+20%	+$220K	0.73%	41
2023 Q2	$1.09M	Buy	+43,344	New	+$1.04M	0.59%	50

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

Bigelow Investment Advisors's BUFR Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 10% in Q2 2026, selling an estimated $513K and leaving 129,658 shares worth $4.74M. The position accounts for 1.71% of the portfolio, ranked #15.

Bigelow Investment Advisors first reported a position in BUFR in Q2 2023 and has held it in 6 quarters since. The position peaked at $5.62M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Bigelow Investment Advisors held 129,658 shares of FT Vest Fund of Buffer ETFs worth $4.74M as of Q2 2026.
Bigelow Investment Advisors sold 14,328 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $513K.
FT Vest Fund of Buffer ETFs made up 1.71% of Bigelow Investment Advisors's portfolio in Q2 2026, its #15 holding.
Bigelow Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 6 quarters since.
Bigelow Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $5.62M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.