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

Chicago Partners 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	$2.4M	Buy	65,821 +8,166	+14%	+$292K	0.05%	307
2026 Q1	$2.05M	Buy	57,655 +49,257	+587%	+$1.69M	0.05%	319
2025 Q4	$290K	Hold	8,398	–	–	0.01%	1060
2025 Q3	$284K	Hold	8,398	–	–	0.01%	984
2025 Q2	$272K	Hold	8,398	–	–	0.01%	893
2025 Q1	$249K	Hold	8,398	–	–	0.01%	768
2024 Q4	$257K	Hold	8,398	–	–	0.01%	719
2024 Q3	$252K	Hold	8,398	–	–	0.01%	680
2024 Q2	$243K	Hold	8,398	–	–	0.01%	653
2024 Q1	$233K	Hold	8,398	–	–	0.01%	647
2023 Q4	$226K	Hold	8,398	–	–	0.01%	616
2023 Q3	$203K	Sell	8,398 -5	-0.1%	-$126	0.01%	613
2023 Q2	$212K	Buy	+8,403	New	+$201K	0.01%	625

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

Chicago Partners Investment Group's BUFR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 14% in Q2 2026, buying an estimated $292K and bringing the position to 65,821 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #307.

Chicago Partners Investment Group first reported a position in BUFR in Q2 2023 and has held it in 13 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Chicago Partners Investment Group held 65,821 shares of FT Vest Fund of Buffer ETFs worth $2.4M as of Q2 2026.
Chicago Partners Investment Group bought 8,166 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $292K.
FT Vest Fund of Buffer ETFs made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #307 holding.
Chicago Partners Investment Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 13 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.