Capasso Planning Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Capasso Planning Partners’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	$14.1M	Sell	385,702 -19,721	-5%	-$706K	7.03%	3
2026 Q1	$13.7M	Buy	405,423 +41,798	+11%	+$1.44M	7.39%	3
2025 Q4	$12.5M	Buy	363,625 +235,960	+185%	+$7.97M	6.82%	3
2025 Q3	$4.27M	Buy	127,665 +60,133	+89%	+$1.96M	2.62%	11
2025 Q2	$2.15M	Sell	67,532 -2,292	-3%	-$69K	1.21%	16
2025 Q1	$2.07M	Buy	69,824 +50,688	+265%	+$1.55M	0.87%	25
2024 Q4	$583K	Buy	+19,136	New	+$580K	0.23%	66

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

Capasso Planning Partners's BUFR Position: Q2 2026 in Review

Capasso Planning Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.9% in Q2 2026, selling an estimated $706K and leaving 385,702 shares worth $14.1M. The position accounts for 7.03% of the portfolio, ranked #3.

Capasso Planning Partners 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.

Capasso Planning Partners held 385,702 shares of FT Vest Fund of Buffer ETFs worth $14.1M as of Q2 2026.
Capasso Planning Partners sold 19,721 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $706K.
FT Vest Fund of Buffer ETFs made up 7.03% of Capasso Planning Partners's portfolio in Q2 2026, its #3 holding.
Capasso Planning Partners 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 Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.