Calton & Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Calton & Associates’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	$2.98M	Sell	81,693 -9,805	-11%	-$351K	0.44%	49
2026 Q1	$3.09M	Sell	91,498 -9,766	-10%	-$335K	0.44%	54
2025 Q4	$3.47M	Buy	101,264 +4,522	+5%	+$153K	0.51%	39
2025 Q3	$3.23M	Buy	96,742 +6,242	+7%	+$204K	0.49%	47
2025 Q2	$2.88M	Buy	90,500 +60,866	+205%	+$1.83M	0.5%	44
2025 Q1	$880K	Buy	29,634 +19,369	+189%	+$592K	0.2%	104
2024 Q4	$313K	Buy	+10,265	New	+$311K	0.14%	145

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

Calton & Associates's BUFR Position: Q2 2026 in Review

Calton & Associates reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q2 2026, selling an estimated $351K and leaving 81,693 shares worth $2.98M. The position accounts for 0.44% of the portfolio, ranked #49.

Calton & Associates first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Calton & Associates held 81,693 shares of FT Vest Fund of Buffer ETFs worth $2.98M as of Q2 2026.
Calton & Associates sold 9,805 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $351K.
FT Vest Fund of Buffer ETFs made up 0.44% of Calton & Associates's portfolio in Q2 2026, its #49 holding.
Calton & Associates first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Calton & Associates's FT Vest Fund of Buffer ETFs position peaked at $3.47M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.