Clarus Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Clarus 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	$566K	Hold	15,505	–	–	0.19%	48
2026 Q1	$524K	Hold	15,505	–	–	0.19%	49
2025 Q4	$531K	Hold	15,505	–	–	0.19%	46
2025 Q3	$518K	Hold	15,505	–	–	0.18%	53
2025 Q2	$493K	Hold	15,505	–	–	0.18%	55
2025 Q1	$460K	Hold	15,505	–	–	0.18%	56
2024 Q4	$472K	Sell	15,505 -1,848	-11%	-$56K	0.17%	57
2024 Q3	$519K	Sell	17,353 -5,742	-25%	-$168K	0.22%	49
2024 Q2	$668K	Sell	23,095 -165,185	-88%	-$4.66M	0.29%	41
2024 Q1	$5.26M	Sell	188,280 -5,262	-3%	-$143K	3.69%	9
2023 Q4	$5.14M	Sell	193,542 -64,436	-25%	-$1.63M	3.89%	9
2023 Q3	$6.32M	Sell	257,978 -31,555	-11%	-$793K	4.58%	7
2023 Q2	$7.25M	Buy	289,533 +14,980	+5%	+$359K	5.29%	5
2023 Q1	$6.44M	Sell	274,553 -72,015	-21%	-$1.65M	6.05%	3
2022 Q4	$7.7M	Sell	346,568 -26,701	-7%	-$588K	6.76%	3
2022 Q3	$7.78M	Sell	373,269 -57,191	-13%	-$1.27M	7.09%	3
2022 Q2	$9.24M	Sell	430,460 -2,143	-0.5%	-$48K	7.74%	3
2022 Q1	$10.3M	Sell	432,603 -16,705	-4%	-$391K	7%	4
2021 Q4	$10.5M	Buy	449,308 +1,068	+0.2%	+$25.2K	7.08%	4
2021 Q3	$10.3M	Buy	448,240 +117,412	+35%	+$2.72M	7.1%	4
2021 Q2	$7.61M	Buy	330,828 +185,111	+127%	+$4.18M	5.69%	5
2021 Q1	$3.26M	Buy	145,717 +74,623	+105%	+$1.62M	2.72%	10
2020 Q4	$1.55M	Buy	+71,094	New	+$1.48M	1.34%	15

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

Clarus Group's BUFR Position: Q2 2026 in Review

Clarus Group held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 15,505 shares worth $566K. The position accounts for 0.19% of the portfolio, ranked #48.

Clarus Group first reported a position in BUFR in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q4 2021. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Clarus Group held 15,505 shares of FT Vest Fund of Buffer ETFs worth $566K as of Q2 2026.
Clarus Group left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.19% of Clarus Group's portfolio in Q2 2026, its #48 holding.
Clarus Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2020 and has held it in 23 quarters since.
Clarus Group's FT Vest Fund of Buffer ETFs position peaked at $10.5M in Q4 2021.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.