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

BridgePort Financial Solutions’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	$2.99M	Sell	81,765 -4,122	-5%	-$148K	0.76%	34
2026 Q1	$2.9M	Buy	85,887 +182	+0.2%	+$6.25K	0.82%	33
2025 Q4	$2.94M	Buy	85,705 +749	+0.9%	+$25.3K	0.79%	34
2025 Q3	$2.84M	Buy	84,956 +10,462	+14%	+$341K	0.76%	35
2025 Q2	$2.37M	Buy	74,494 +52,829	+244%	+$1.59M	0.79%	31
2025 Q1	$643K	Buy	21,665 +5,941	+38%	+$182K	0.29%	77
2024 Q4	$480K	Buy	+15,724	New	+$477K	0.22%	95

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

BridgePort Financial Solutions's BUFR Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.8% in Q2 2026, selling an estimated $148K and leaving 81,765 shares worth $2.99M. The position accounts for 0.76% of the portfolio, ranked #34.

BridgePort Financial Solutions first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

BridgePort Financial Solutions held 81,765 shares of FT Vest Fund of Buffer ETFs worth $2.99M as of Q2 2026.
BridgePort Financial Solutions sold 4,122 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $148K.
FT Vest Fund of Buffer ETFs made up 0.76% of BridgePort Financial Solutions's portfolio in Q2 2026, its #34 holding.
BridgePort Financial Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.