Breakthru Advisory Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Breakthru Advisory 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 Q3	$1.77M	Hold	47,275	–	–	5.99%	8
2026 Q2	$1.73M	Sell	47,275 -14,563	-24%	-$522K	5.8%	8
2026 Q1	$2.09M	Sell	61,838 -47,658	-44%	-$1.64M	3.35%	9
2025 Q4	$3.75M	Buy	109,496 +14,269	+15%	+$482K	2.4%	11
2025 Q3	$3.18M	Sell	95,227 -65,774	-41%	-$2.15M	2.09%	13
2025 Q2	$4.78M	Hold	161,001	–	–	7.39%	7
2025 Q1	$4.78M	Buy	161,001 +85	+0.1%	+$2.6K	7.39%	7
2024 Q4	$4.9M	Buy	+160,916	New	+$4.88M	4.44%	8

Other funds holding BUFR

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Breakthru Advisory Services's BUFR Position: Q3 2026 in Review

Breakthru Advisory Services held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2026 at 47,275 shares worth $1.77M. The position accounts for 5.99% of the portfolio, ranked #8.

Breakthru Advisory Services first reported a position in BUFR in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.9M in Q4 2024. 96 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Breakthru Advisory Services held 47,275 shares of FT Vest Fund of Buffer ETFs worth $1.77M as of Q3 2026.
Breakthru Advisory Services left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2026.
FT Vest Fund of Buffer ETFs made up 5.99% of Breakthru Advisory Services's portfolio in Q3 2026, its #8 holding.
Breakthru Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 8 quarters since.
Breakthru Advisory Services's FT Vest Fund of Buffer ETFs position peaked at $4.9M in Q4 2024.
96 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Breakthru Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.