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

Castleview 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	$1.28M	Buy	34,942 +2,279	+7%	+$81.6K	0.56%	37
2026 Q1	$1.1M	Buy	32,663 +15,301	+88%	+$525K	0.57%	40
2025 Q4	$595K	Sell	17,362 -945	-5%	-$31.9K	0.29%	76
2025 Q3	$612K	Buy	18,307 +447	+3%	+$14.6K	0.33%	63
2025 Q2	$568K	Buy	17,860 +143	+0.8%	+$4.3K	0.37%	65
2025 Q1	$526K	Buy	17,717 +48	+0.3%	+$1.47K	0.36%	77
2024 Q4	$538K	Sell	17,669 -241	-1%	-$7.31K	0.29%	85
2024 Q3	$535K	Buy	17,910 +177	+1%	+$5.17K	0.31%	77
2024 Q2	$513K	Sell	17,733 -11,320	-39%	-$319K	0.29%	82
2024 Q1	$812K	Buy	29,053 +3,460	+14%	+$94.3K	0.45%	52
2023 Q4	$680K	Sell	25,593 -118	-0.5%	-$2.98K	0.48%	44
2023 Q3	$630K	Buy	25,711 +20,895	+434%	+$525K	0.58%	33
2023 Q2	$121K	Sell	4,816 -21,595	-82%	-$517K	0.11%	167
2023 Q1	$620K	Hold	26,411	–	–	0.55%	39
2022 Q4	$587K	Sell	26,411 -15	-0.1%	-$331	0.57%	41
2022 Q3	$551K	Sell	26,426 -31,143	-54%	-$692K	0.53%	37
2022 Q2	$1.31M	Buy	57,569 +36,730	+176%	+$822K	1.04%	14
2022 Q1	$495K	Buy	+20,839	New	+$488K	0.31%	61

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

Castleview Partners's BUFR Position: Q2 2026 in Review

Castleview Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 7% in Q2 2026, buying an estimated $81.6K and bringing the position to 34,942 shares worth $1.28M. The position accounts for 0.56% of the portfolio, ranked #37.

Castleview Partners first reported a position in BUFR in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.31M in Q2 2022. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Castleview Partners held 34,942 shares of FT Vest Fund of Buffer ETFs worth $1.28M as of Q2 2026.
Castleview Partners bought 2,279 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $81.6K.
FT Vest Fund of Buffer ETFs made up 0.56% of Castleview Partners's portfolio in Q2 2026, its #37 holding.
Castleview Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 18 quarters since.
Castleview Partners's FT Vest Fund of Buffer ETFs position peaked at $1.31M in Q2 2022.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.