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

Clark Wealth 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	$1.66M	Buy	45,560 +4,464	+11%	+$160K	0.94%	14
2026 Q1	$1.39M	Sell	41,096 -14,879	-27%	-$511K	0.93%	13
2025 Q4	$1.92M	Hold	55,975	–	–	1.17%	12
2025 Q3	$1.92M	Sell	55,975 -6,360	-10%	-$207K	1.17%	12
2025 Q2	$1.98M	Buy	62,335 +225	+0.4%	+$6.77K	1.34%	13
2025 Q1	$1.84M	Buy	+62,110	New	+$1.9M	1.37%	13

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

Clark Wealth Partners's BUFR Position: Q2 2026 in Review

Clark Wealth Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q2 2026, buying an estimated $160K and bringing the position to 45,560 shares worth $1.66M. The position accounts for 0.94% of the portfolio, ranked #14.

Clark Wealth Partners first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.98M in Q2 2025. 515 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Clark Wealth Partners held 45,560 shares of FT Vest Fund of Buffer ETFs worth $1.66M as of Q2 2026.
Clark Wealth Partners bought 4,464 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $160K.
FT Vest Fund of Buffer ETFs made up 0.94% of Clark Wealth Partners's portfolio in Q2 2026, its #14 holding.
Clark Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Clark Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $1.98M in Q2 2025.
515 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.