Capital Analysts LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Capital Analysts LLC’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	$2.66M	Buy	72,788 +626	+0.9%	+$22.4K	0.06%	235
2026 Q1	$2.44M	Buy	72,162 +14,401	+25%	+$494K	0.06%	230
2025 Q4	$1.98M	Buy	57,761 +42,969	+290%	+$1.45M	0.05%	242
2025 Q3	$495K	Buy	14,792 +4,695	+46%	+$153K	0.01%	422
2025 Q2	$321K	Sell	10,097 -603	-6%	-$18.1K	0.01%	461
2025 Q1	$318K	Buy	10,700 +1,811	+20%	+$55.3K	0.01%	440
2024 Q4	$271K	Buy	8,889 +1,070	+14%	+$32.4K	0.01%	430
2024 Q3	$234K	Hold	7,819	–	–	0.01%	443
2024 Q2	$226K	Hold	7,819	–	–	0.01%	441
2024 Q1	$219K	Hold	7,819	–	–	0.01%	422
2023 Q4	$208K	Hold	7,819	–	–	0.01%	415
2023 Q3	$191K	Sell	7,819 -39	-0.5%	-$980	0.01%	399
2023 Q2	$197K	Sell	7,858 -14,148	-64%	-$339K	0.01%	379
2023 Q1	$516K	Sell	22,006 -2,817	-11%	-$64.6K	0.03%	291
2022 Q4	$551K	Buy	24,823 +2,069	+9%	+$45.6K	0.03%	283
2022 Q3	$474K	Buy	22,754 +11,461	+101%	+$255K	0.03%	275
2022 Q2	$242K	Buy	11,293 +5,084	+82%	+$114K	0.02%	324
2022 Q1	$148K	Buy	6,209 +2,876	+86%	+$67.3K	0.01%	368
2021 Q4	$80K	Buy	3,333 +1,129	+51%	+$26.7K	﹤0.01%	484
2021 Q3	$51K	Hold	2,204	–	–	﹤0.01%	568
2021 Q2	$51K	Buy	+2,204	New	+$49.8K	﹤0.01%	558

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

Capital Analysts LLC's BUFR Position: Q2 2026 in Review

Capital Analysts LLC increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.87% in Q2 2026, buying an estimated $22.4K and bringing the position to 72,788 shares worth $2.66M. The position accounts for 0.06% of the portfolio, ranked #235.

Capital Analysts LLC first reported a position in BUFR in Q2 2021 and has held it in 21 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Capital Analysts LLC held 72,788 shares of FT Vest Fund of Buffer ETFs worth $2.66M as of Q2 2026.
Capital Analysts LLC bought 626 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $22.4K.
FT Vest Fund of Buffer ETFs made up 0.06% of Capital Analysts LLC's portfolio in Q2 2026, its #235 holding.
Capital Analysts LLC first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 21 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.