BFS
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Boyer Financial Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Boyer Financial Services’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 		$216K Buy
+5,913
New +$212K 0.18% 53
2026
Q1 		– Sell
-5,913
Closed -$203K – 46
2025
Q4 		$203K Buy
+5,913
New +$200K 0.22% 44

Other funds holding BUFR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Boyer Financial Services's BUFR Position: Q2 2026 in Review

Boyer Financial Services opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 5,913 shares worth $216K. The stake represents 0.18% of the portfolio and ranks #53 among its holdings. This is a return to the name: Boyer Financial Services previously reported a position in BUFR as recently as Q4 2025.

Boyer Financial Services first reported a position in BUFR in Q4 2025 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Boyer Financial Services held 5,913 shares of FT Vest Fund of Buffer ETFs worth $216K as of Q2 2026.
  • FT Vest Fund of Buffer ETFs was a new Boyer Financial Services position in Q2 2026.
  • FT Vest Fund of Buffer ETFs made up 0.18% of Boyer Financial Services's portfolio in Q2 2026, its #53 holding.
  • Boyer Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.