Blue Bell Private Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.64M Sell
44,903
-1,768
-4% -$63.3K 0.2% 91
2026
Q1
$1.58M Buy
46,671
+3,775
+9% +$130K 0.23% 81
2025
Q4
$1.47M Sell
42,896
-508
-1% -$17.2K 0.22% 81
2025
Q3
$1.45M Sell
43,404
-2,759
-6% -$90K 0.22% 74
2025
Q2
$1.47M Sell
46,163
-1,759
-4% -$52.9K 0.25% 71
2025
Q1
$1.42M Sell
47,922
-366
-0.8% -$11.2K 0.27% 66
2024
Q4
$1.47M Buy
48,288
+874
+2% +$26.5K 0.28% 64
2024
Q3
$1.42M Buy
47,414
+1,909
+4% +$55.8K 0.27% 67
2024
Q2
$1.32M Sell
45,505
-1,100
-2% -$31K 0.27% 63
2024
Q1
$1.3M Buy
46,605
+22,426
+93% +$611K 0.28% 62
2023
Q4
$642K Buy
24,179
+16,995
+237% +$429K 0.15% 87
2023
Q3
$176K Buy
7,184
+15
+0.2% +$377 0.05% 155
2023
Q2
$180K Sell
7,169
-606
-8% -$14.5K 0.05% 145
2023
Q1
$182K Sell
7,775
-676
-8% -$15.5K 0.05% 127
2022
Q4
$188K Sell
8,451
-215
-2% -$4.74K 0.06% 114
2022
Q3
$181K Buy
8,666
+1,743
+25% +$38.8K 0.06% 112
2022
Q2
$149K Buy
6,923
+1,042
+18% +$23.3K 0.05% 127
2022
Q1
$140K Buy
5,881
+223
+4% +$5.22K 0.04% 134
2021
Q4
$136K Buy
5,658
+649
+13% +$15.3K 0.04% 133
2021
Q3
$115K Buy
5,009
+2,281
+84% +$52.8K 0.03% 89
2021
Q2
$63K Buy
+2,728
New +$61.7K 0.02% 104

Other funds holding BUFR

Blue Bell Private Wealth Management's BUFR Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.8% in Q2 2026, selling an estimated $63.3K and leaving 44,903 shares worth $1.64M. The position accounts for 0.2% of the portfolio, ranked #91.

Blue Bell Private Wealth Management first reported a position in BUFR in Q2 2021 and has held it in 21 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Blue Bell Private Wealth Management held 44,903 shares of FT Vest Fund of Buffer ETFs worth $1.64M as of Q2 2026.
  • Blue Bell Private Wealth Management sold 1,768 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $63.3K.
  • FT Vest Fund of Buffer ETFs made up 0.2% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 21 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.