Cascade Investment Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Cascade Investment Group’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	$869K	Buy	23,783 +683	+3%	+$24.5K	0.49%	55
2026 Q1	$780K	Buy	23,100 +2,631	+13%	+$90.3K	0.51%	52
2025 Q4	$701K	Buy	20,469 +5,184	+34%	+$175K	0.47%	52
2025 Q3	$511K	Buy	15,285 +5,606	+58%	+$183K	0.34%	67
2025 Q2	$308K	Buy	9,679 +1,337	+16%	+$40.2K	0.21%	103
2025 Q1	$248K	Hold	8,342	–	–	0.19%	110
2024 Q4	$254K	Hold	8,342	–	–	0.18%	119
2024 Q3	$249K	Hold	8,342	–	–	0.18%	119
2024 Q2	$241K	Hold	8,342	–	–	0.19%	114
2024 Q1	$233K	Buy	+8,342	New	+$227K	0.17%	128

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

Cascade Investment Group's BUFR Position: Q2 2026 in Review

Cascade Investment Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 3% in Q2 2026, buying an estimated $24.5K and bringing the position to 23,783 shares worth $869K. The position accounts for 0.49% of the portfolio, ranked #55.

Cascade Investment Group first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Cascade Investment Group held 23,783 shares of FT Vest Fund of Buffer ETFs worth $869K as of Q2 2026.
Cascade Investment Group bought 683 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $24.5K.
FT Vest Fund of Buffer ETFs made up 0.49% of Cascade Investment Group's portfolio in Q2 2026, its #55 holding.
Cascade Investment Group first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.