Claro Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Claro Advisors’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	$875K	Sell	23,960 -2,649	-10%	-$94.9K	0.09%	182
2026 Q1	$899K	Sell	26,609 -1,380	-5%	-$47.4K	0.11%	160
2025 Q4	$959K	Buy	27,989 +1,963	+8%	+$66.3K	0.13%	138
2025 Q3	$870K	Sell	26,026 -5,040	-16%	-$164K	0.13%	147
2025 Q2	$988K	Sell	31,066 -390	-1%	-$11.7K	0.16%	118
2025 Q1	$934K	Buy	31,456 +1,225	+4%	+$37.4K	0.13%	157
2024 Q4	$921K	Buy	30,231 +6,703	+28%	+$203K	0.12%	151
2024 Q3	$703K	Buy	23,528 +4,755	+25%	+$139K	0.09%	214
2024 Q2	$543K	Buy	18,773 +187	+1%	+$5.28K	0.08%	228
2024 Q1	$520K	Buy	+18,586	New	+$507K	0.09%	232
2023 Q4	–	Sell	-19,819	Closed	-$485K	–	389
2023 Q3	$485K	Sell	19,819 -5,104	-20%	-$128K	0.12%	198
2023 Q2	$624K	Sell	24,923 -3,221	-11%	-$77.1K	0.16%	164
2023 Q1	$661K	Sell	28,144 -126	-0.4%	-$2.89K	0.19%	128
2022 Q4	$628K	Buy	28,270 +1,437	+5%	+$31.7K	0.21%	120
2022 Q3	$576K	Hold	26,833	–	–	0.23%	112
2022 Q2	$576K	Buy	26,833 +12,533	+88%	+$280K	0.23%	112
2022 Q1	$344K	Hold	14,300	–	–	0.12%	180
2021 Q4	$344K	Buy	+14,300	New	+$338K	0.12%	180

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

Claro Advisors's BUFR Position: Q2 2026 in Review

Claro Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 10% in Q2 2026, selling an estimated $94.9K and leaving 23,960 shares worth $875K. The position accounts for 0.09% of the portfolio, ranked #182.

Claro Advisors first reported a position in BUFR in Q4 2021 and has held it in 18 quarters since. The position peaked at $988K in Q2 2025. 538 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Claro Advisors held 23,960 shares of FT Vest Fund of Buffer ETFs worth $875K as of Q2 2026.
Claro Advisors sold 2,649 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $94.9K.
FT Vest Fund of Buffer ETFs made up 0.09% of Claro Advisors's portfolio in Q2 2026, its #182 holding.
Claro Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 18 quarters since.
Claro Advisors's FT Vest Fund of Buffer ETFs position peaked at $988K in Q2 2025.
538 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.