Bleakley Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bleakley Financial Group’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	$17.2M	Buy	470,034 +22,529	+5%	+$807K	0.22%	85
2026 Q1	$15.1M	Sell	447,505 -19,031	-4%	-$653K	0.24%	74
2025 Q4	$16M	Buy	466,536 +12,690	+3%	+$428K	0.28%	64
2025 Q3	$15.2M	Buy	453,846 +10,032	+2%	+$327K	0.35%	56
2025 Q2	$14.1M	Sell	443,814 -21,120	-5%	-$636K	0.36%	56
2025 Q1	$13.8M	Buy	464,934 +41,234	+10%	+$1.26M	0.44%	44
2024 Q4	$12.9M	Buy	423,700 +15,344	+4%	+$465K	0.39%	42
2024 Q3	$12.2M	Buy	408,356 +50,451	+14%	+$1.47M	0.37%	44
2024 Q2	$10.4M	Buy	357,905 +73,348	+26%	+$2.07M	0.3%	62
2024 Q1	$7.96M	Buy	284,557 +147,843	+108%	+$4.03M	0.23%	82
2023 Q4	$3.63M	Buy	136,714 +75,058	+122%	+$1.9M	0.12%	169
2023 Q3	$1.51M	Buy	+61,656	New	+$1.55M	0.05%	308

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

Bleakley Financial Group's BUFR Position: Q2 2026 in Review

Bleakley Financial Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5% in Q2 2026, buying an estimated $807K and bringing the position to 470,034 shares worth $17.2M. The position accounts for 0.22% of the portfolio, ranked #85.

Bleakley Financial Group first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Bleakley Financial Group held 470,034 shares of FT Vest Fund of Buffer ETFs worth $17.2M as of Q2 2026.
Bleakley Financial Group bought 22,529 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $807K.
FT Vest Fund of Buffer ETFs made up 0.22% of Bleakley Financial Group's portfolio in Q2 2026, its #85 holding.
Bleakley Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.