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

BOK Financial’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 Q3	$112K	Hold	3,000	–	–	﹤0.01%	730
2026 Q2	$110K	Sell	3,000 -2,000	-40%	-$71.6K	﹤0.01%	748
2026 Q1	$169K	Hold	5,000	–	–	﹤0.01%	697
2025 Q4	$171K	Hold	5,000	–	–	﹤0.01%	707
2025 Q3	$167K	Hold	5,000	–	–	﹤0.01%	712
2025 Q2	$159K	Sell	5,000 -3,950	-44%	-$119K	﹤0.01%	719
2025 Q1	$266K	Sell	8,950 -1,000	-10%	-$30.6K	﹤0.01%	670
2024 Q4	$302K	Sell	9,950 -16,350	-62%	-$496K	0.01%	641
2024 Q3	$782K	Sell	26,300 -504	-2%	-$14.7K	0.01%	478
2024 Q2	$775K	Hold	26,804	–	–	0.01%	508
2024 Q1	$748K	Hold	26,804	–	–	0.01%	517
2023 Q4	$712K	Hold	26,804	–	–	0.01%	506
2023 Q3	$645K	Buy	26,804 +504	+2%	+$12.7K	0.01%	505
2023 Q2	$659K	Hold	26,300	–	–	0.01%	524
2023 Q1	$617K	Hold	26,300	–	–	0.01%	536
2022 Q4	$584K	Hold	26,300	–	–	0.01%	645
2022 Q3	$548K	Hold	26,300	–	–	0.01%	648
2022 Q2	$564K	Hold	26,300	–	–	0.01%	656
2022 Q1	$625K	Hold	26,300	–	–	0.01%	689
2021 Q4	$632K	Buy	+26,300	New	+$621K	0.01%	683

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

BOK Financial's BUFR Position: Q3 2026 in Review

BOK Financial held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2026 at 3,000 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

BOK Financial first reported a position in BUFR in Q4 2021 and has held it in 20 quarters since. The position peaked at $782K in Q3 2024. 348 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

BOK Financial held 3,000 shares of FT Vest Fund of Buffer ETFs worth $112K as of Q3 2026.
BOK Financial left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2026.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #730 holding.
BOK Financial first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 20 quarters since.
BOK Financial's FT Vest Fund of Buffer ETFs position peaked at $782K in Q3 2024.
348 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.