Bright Futures Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bright Futures Wealth Management’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	$968K	Sell	26,493 -7,540	-22%	-$270K	0.63%	53
2026 Q1	$1.15M	Buy	34,033 +123	+0.4%	+$4.22K	0.79%	41
2025 Q4	$1.16M	Sell	33,910 -263	-0.8%	-$8.88K	0.86%	41
2025 Q3	$1.14M	Buy	+34,173	New	+$1.11M	0.89%	39
2025 Q1	$1.03M	Sell	36,698 -2,080	-5%	-$63.6K	1.13%	29
2024 Q4	$1.2M	Buy	38,778 +2,126	+6%	+$64.5K	1.07%	29
2024 Q3	$1.1M	Buy	+36,652	New	+$1.07M	0.53%	57

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

Bright Futures Wealth Management's BUFR Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 22% in Q2 2026, selling an estimated $270K and leaving 26,493 shares worth $968K. The position accounts for 0.63% of the portfolio, ranked #53.

Bright Futures Wealth Management first reported a position in BUFR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Bright Futures Wealth Management held 26,493 shares of FT Vest Fund of Buffer ETFs worth $968K as of Q2 2026.
Bright Futures Wealth Management sold 7,540 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $270K.
FT Vest Fund of Buffer ETFs made up 0.63% of Bright Futures Wealth Management's portfolio in Q2 2026, its #53 holding.
Bright Futures Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 7 quarters since.
Bright Futures Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $1.2M in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.