Columbia Advisory Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Columbia Advisory 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	$288K	Sell	7,887 -1,599	-17%	-$57.3K	0.16%	80
2026 Q1	$320K	Sell	9,486 -3,355	-26%	-$115K	0.2%	67
2025 Q4	$440K	Sell	12,841 -1,177	-8%	-$39.7K	0.3%	44
2025 Q3	$468K	Sell	14,018 -2,081	-13%	-$67.9K	0.32%	45
2025 Q2	$512K	Sell	16,099 -15,127	-48%	-$455K	0.39%	39
2025 Q1	$927K	Sell	31,226 -21,453	-41%	-$656K	0.8%	28
2024 Q4	$1.61M	Sell	52,679 -161,443	-75%	-$4.9M	1.49%	14
2024 Q3	$6.4M	Sell	214,122 -15,961	-7%	-$466K	6.06%	6
2024 Q2	$6.65M	Buy	230,083 +7,436	+3%	+$210K	6.49%	6
2024 Q1	$6.23M	Sell	222,647 -18,425	-8%	-$502K	6.31%	6
2023 Q4	$6.41M	Sell	241,072 -10,645	-4%	-$269K	6.58%	6
2023 Q3	$6.16M	Sell	251,717 -182,151	-42%	-$4.58M	6.72%	5
2023 Q2	$10.9M	Buy	433,868 +36,249	+9%	+$868K	11.62%	3
2023 Q1	$9.33M	Buy	+397,619	New	+$9.12M	8.8%	4

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

Columbia Advisory Partners's BUFR Position: Q2 2026 in Review

Columbia Advisory Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q2 2026, selling an estimated $57.3K and leaving 7,887 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #80.

Columbia Advisory Partners first reported a position in BUFR in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.9M in Q2 2023. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Columbia Advisory Partners held 7,887 shares of FT Vest Fund of Buffer ETFs worth $288K as of Q2 2026.
Columbia Advisory Partners sold 1,599 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $57.3K.
FT Vest Fund of Buffer ETFs made up 0.16% of Columbia Advisory Partners's portfolio in Q2 2026, its #80 holding.
Columbia Advisory Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 14 quarters since.
Columbia Advisory Partners's FT Vest Fund of Buffer ETFs position peaked at $10.9M in Q2 2023.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.