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 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%	477
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 $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

BOK Financial's BUFR Position: Q2 2026 in Review

BOK Financial reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 40% in Q2 2026, selling an estimated $71.6K and leaving 3,000 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

BOK Financial first reported a position in BUFR in Q4 2021 and has held it in 19 quarters since. The position peaked at $782K in Q3 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

BOK Financial held 3,000 shares of FT Vest Fund of Buffer ETFs worth $110K as of Q2 2026.
BOK Financial sold 2,000 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $71.6K.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #748 holding.
BOK Financial first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 19 quarters since.
BOK Financial's FT Vest Fund of Buffer ETFs position peaked at $782K in Q3 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.