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

Compass 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	$554K	Buy	+15,170	New	+$543K	0.07%	265

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

Compass Financial Management's BUFR Position: Q2 2026 in Review

Compass Financial Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 15,170 shares worth $554K. The stake represents 0.07% of the portfolio and ranks #265 among its holdings.

515 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Compass Financial Management held 15,170 shares of FT Vest Fund of Buffer ETFs worth $554K as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Compass Financial Management position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #265 holding.
515 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.