Center for Financial Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Center for Financial Planning’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	$2.73M	Buy	74,678 +564	+0.8%	+$20.2K	0.26%	31
2026 Q1	$2.5M	Sell	74,114 -3,228	-4%	-$111K	0.26%	35
2025 Q4	$2.65M	Hold	77,342	–	–	0.28%	33
2025 Q3	$2.58M	Buy	77,342 +4,610	+6%	+$150K	0.28%	31
2025 Q2	$2.31M	Buy	72,732 +852	+1%	+$25.6K	0.27%	31
2025 Q1	$2.13M	Buy	+71,880	New	+$2.2M	0.27%	33

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 22.9% 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

Center for Financial Planning's BUFR Position: Q2 2026 in Review

Center for Financial Planning increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.76% in Q2 2026, buying an estimated $20.2K and bringing the position to 74,678 shares worth $2.73M. The position accounts for 0.26% of the portfolio, ranked #31.

Center for Financial Planning first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Center for Financial Planning held 74,678 shares of FT Vest Fund of Buffer ETFs worth $2.73M as of Q2 2026.
Center for Financial Planning bought 564 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $20.2K.
FT Vest Fund of Buffer ETFs made up 0.26% of Center for Financial Planning's portfolio in Q2 2026, its #31 holding.
Center for Financial Planning first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.