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 Q3	$1.29M	Sell	34,553 -389	-1%	-$14.4K	0.57%	38
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Castleview Partners's BUFR Position: Q3 2026 in Review

Castleview Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.1% in Q3 2026, selling an estimated $14.4K and leaving 34,553 shares worth $1.29M. The position accounts for 0.57% of the portfolio, ranked #38.

Castleview Partners first reported a position in BUFR in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.31M in Q2 2022. 115 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Castleview Partners held 34,553 shares of FT Vest Fund of Buffer ETFs worth $1.29M as of Q3 2026.
Castleview Partners sold 389 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $14.4K.
FT Vest Fund of Buffer ETFs made up 0.57% of Castleview Partners's portfolio in Q3 2026, its #38 holding.
Castleview Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 19 quarters since.
Castleview Partners's FT Vest Fund of Buffer ETFs position peaked at $1.31M in Q2 2022.
115 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.