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

Capital Investment Advisory Services’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	$11.8M	Buy	322,889 +50,931	+19%	+$1.82M	0.73%	23
2026 Q1	$9.18M	Buy	271,958 +27,439	+11%	+$942K	0.67%	30
2025 Q4	$8.38M	Buy	244,519 +9,410	+4%	+$318K	0.59%	37
2025 Q3	$7.86M	Buy	235,109 +7,373	+3%	+$240K	0.62%	34
2025 Q2	$7.24M	Buy	227,736 +40,290	+21%	+$1.21M	0.59%	36
2025 Q1	$5.57M	Buy	187,446 +13,137	+8%	+$401K	0.5%	49
2024 Q4	$5.31M	Sell	174,309 -39,402	-18%	-$1.19M	0.51%	47
2024 Q3	$6.39M	Buy	213,711 +50,383	+31%	+$1.47M	0.61%	36
2024 Q2	$4.72M	Buy	163,328 +28,844	+21%	+$814K	0.49%	44
2024 Q1	$3.76M	Buy	134,484 +94,643	+238%	+$2.58M	0.4%	54
2023 Q4	$1.06M	Buy	39,841 +35,330	+783%	+$893K	0.1%	184
2023 Q3	$110K	Buy	4,511 +4,280	+1,853%	+$108K	0.01%	542
2023 Q2	$5.78K	Hold	231	–	–	﹤0.01%	780
2023 Q1	$5.42K	Hold	231	–	–	﹤0.01%	775
2022 Q4	$5.13K	Hold	231	–	–	﹤0.01%	784
2022 Q3	$5K	Buy	+231	New	+$5.14K	﹤0.01%	728

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 Investment Advisory Services's BUFR Position: Q2 2026 in Review

Capital Investment Advisory Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 19% in Q2 2026, buying an estimated $1.82M and bringing the position to 322,889 shares worth $11.8M. The position accounts for 0.73% of the portfolio, ranked #23.

Capital Investment Advisory Services first reported a position in BUFR in Q3 2022 and has held it in 16 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Capital Investment Advisory Services held 322,889 shares of FT Vest Fund of Buffer ETFs worth $11.8M as of Q2 2026.
Capital Investment Advisory Services bought 50,931 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.82M.
FT Vest Fund of Buffer ETFs made up 0.73% of Capital Investment Advisory Services's portfolio in Q2 2026, its #23 holding.
Capital Investment Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 16 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.