BIG
BUFR icon

Brookwood Investment Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Brookwood Investment Group’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 		$317K Sell
8,679
-1,842
-18% -$66K 0.04% 392
2026
Q1 		$355K Sell
10,521
-677
-6% -$23.2K 0.04% 349
2025
Q4 		$384K Buy
11,198
+395
+4% +$13.3K 0.05% 344
2025
Q3 		$361K Buy
10,803
+4,213
+64% +$137K 0.05% 342
2025
Q2 		$210K Sell
6,590
-254
-4% -$7.64K 0.03% 412
2025
Q1 		$203K Buy
+6,844
New +$209K 0.03% 396

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Brookwood Investment Group's BUFR Position: Q2 2026 in Review

Brookwood Investment Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 18% in Q2 2026, selling an estimated $66K and leaving 8,679 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #392.

Brookwood Investment Group first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $384K in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Brookwood Investment Group held 8,679 shares of FT Vest Fund of Buffer ETFs worth $317K as of Q2 2026.
  • Brookwood Investment Group sold 1,842 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $66K.
  • FT Vest Fund of Buffer ETFs made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #392 holding.
  • Brookwood Investment Group first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's FT Vest Fund of Buffer ETFs position peaked at $384K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.