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Cape Investment Advisory’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Cape Investment Advisory’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
Q3 		$8.24K Buy
+220
New +$8.16K ﹤0.01% 913
2023
Q4 		– Sell
-2,000
Closed -$49K – 1140
2023
Q3 		$49K Buy
+2,000
New +$50.3K 0.03% 295

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cape Investment Advisory's BUFR Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q3 2026: 220 shares worth $8.24K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BUFR as recently as Q3 2023.

Cape Investment Advisory first reported a position in BUFR in Q3 2023 and has held it in 2 quarters since. The position peaked at $49K in Q3 2023. 46 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Cape Investment Advisory held 220 shares of FT Vest Fund of Buffer ETFs worth $8.24K as of Q3 2026.
  • FT Vest Fund of Buffer ETFs was a new Cape Investment Advisory position in Q3 2026.
  • FT Vest Fund of Buffer ETFs made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #913 holding.
  • Cape Investment Advisory first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 2 quarters since.
  • Cape Investment Advisory's FT Vest Fund of Buffer ETFs position peaked at $49K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.