Clear Creek Financial Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Clear Creek Financial Management’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	$904K	Sell	24,758 -12,211	-33%	-$437K	0.06%	293
2026 Q1	$1.25M	Sell	36,969 -35,277	-49%	-$1.21M	0.1%	222
2025 Q4	$2.48M	Buy	72,246 +50,117	+226%	+$1.69M	0.2%	113
2025 Q3	$740K	Buy	22,129 +332	+2%	+$10.8K	0.06%	287
2025 Q2	$693K	Sell	21,797 -9,339	-30%	-$281K	0.07%	294
2025 Q1	$924K	Sell	31,136 -3,060	-9%	-$93.5K	0.1%	203
2024 Q4	$1.04M	Sell	34,196 -986	-3%	-$29.9K	0.11%	185
2024 Q3	$1.05M	Sell	35,182 -814	-2%	-$23.8K	0.12%	165
2024 Q2	$1.04M	Sell	35,996 -237	-0.7%	-$6.69K	0.13%	150
2024 Q1	$1.01M	Sell	36,233 -123	-0.3%	-$3.35K	0.13%	144
2023 Q4	$965K	Buy	36,356 +5,145	+16%	+$130K	0.15%	116
2023 Q3	$765K	Buy	31,211 +800	+3%	+$20.1K	0.13%	123
2023 Q2	$761K	Sell	30,411 -323	-1%	-$7.73K	0.13%	127
2023 Q1	$721K	Sell	30,734 -23,856	-44%	-$547K	0.14%	126
2022 Q4	$1.21M	Sell	54,590 -2,573	-5%	-$56.7K	0.27%	81
2022 Q3	$1.19M	Sell	57,163 -9,040	-14%	-$201K	0.26%	72
2022 Q2	$1.42M	Buy	66,203 +2,700	+4%	+$60.4K	0.3%	69
2022 Q1	$1.51M	Buy	63,503 +16,294	+35%	+$381K	0.24%	97
2021 Q4	$1.13M	Buy	47,209 +21,231	+82%	+$501K	0.17%	113
2021 Q3	$596K	Buy	+25,978	New	+$601K	0.1%	170

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

Clear Creek Financial Management's BUFR Position: Q2 2026 in Review

Clear Creek Financial Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 33% in Q2 2026, selling an estimated $437K and leaving 24,758 shares worth $904K. The position accounts for 0.06% of the portfolio, ranked #293.

Clear Creek Financial Management first reported a position in BUFR in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.48M in Q4 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Clear Creek Financial Management held 24,758 shares of FT Vest Fund of Buffer ETFs worth $904K as of Q2 2026.
Clear Creek Financial Management sold 12,211 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $437K.
FT Vest Fund of Buffer ETFs made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #293 holding.
Clear Creek Financial Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and has held it in 20 quarters since.
Clear Creek Financial Management's FT Vest Fund of Buffer ETFs position peaked at $2.48M in Q4 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.