CFML
BUFR icon

COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$554K Buy
+15,170
New +$543K 0.07% 265

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BUFR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 15,170 shares worth $554K. The stake represents 0.07% of the portfolio and ranks #265 among its holdings.

429 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 15,170 shares of FT Vest Fund of Buffer ETFs worth $554K as of Q2 2026.
  • FT Vest Fund of Buffer ETFs was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest Fund of Buffer ETFs made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #265 holding.
  • 429 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.