Brinker Capital Investments’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Brinker Capital Investments’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	–	Sell	-74,120	Closed	-$2.5M	–	1898
2026 Q1	$2.5M	Sell	74,120 -50,623	-41%	-$1.74M	0.02%	648
2025 Q4	$4.27M	Buy	124,743 +48,759	+64%	+$1.65M	0.03%	492
2025 Q3	$2.54M	Buy	75,984 +2,287	+3%	+$74.6K	0.02%	704
2025 Q2	$2.34M	Buy	73,697 +2,765	+4%	+$83.2K	0.02%	700
2025 Q1	$2.11M	Buy	70,932 +18,904	+36%	+$578K	0.02%	677
2024 Q4	$1.59M	Sell	52,028 -66,150	-56%	-$2.01M	0.02%	809
2024 Q3	$3.53M	Buy	118,178 +1,196	+1%	+$35K	0.04%	436
2024 Q2	$3.38M	Buy	116,982 +1,080	+0.9%	+$30.5K	0.04%	424
2024 Q1	$3.24M	Sell	115,902 -6,004	-5%	-$164K	0.03%	448
2023 Q4	$3.24M	Buy	+121,906	New	+$3.08M	0.04%	428

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 22.9% 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

Brinker Capital Investments's BUFR Position: Q2 2026 in Review

Brinker Capital Investments sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 74,120 shares — an estimated $2.5M sold.

Brinker Capital Investments first reported a position in BUFR in Q4 2023 and held it in 10 quarters. The position peaked at $4.27M in Q4 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Brinker Capital Investments reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
Brinker Capital Investments sold 74,120 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.5M.
Brinker Capital Investments first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 10 quarters.
Brinker Capital Investments's FT Vest Fund of Buffer ETFs position peaked at $4.27M in Q4 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.