Concentrum Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Concentrum Wealth 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	$777K	Buy	21,266 +1,317	+7%	+$47.2K	0.19%	52
2026 Q1	$674K	Sell	19,949 -1,219	-6%	-$41.9K	0.2%	54
2025 Q4	$725K	Sell	21,168 -4,404	-17%	-$149K	0.2%	44
2025 Q3	$855K	Buy	25,572 +637	+3%	+$20.8K	0.25%	39
2025 Q2	$793K	Buy	24,935 +8,941	+56%	+$269K	0.25%	39
2025 Q1	$475K	Buy	15,994 +4,122	+35%	+$126K	0.18%	49
2024 Q4	$362K	Buy	+11,872	New	+$360K	0.13%	57

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

Concentrum Wealth Management's BUFR Position: Q2 2026 in Review

Concentrum Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.6% in Q2 2026, buying an estimated $47.2K and bringing the position to 21,266 shares worth $777K. The position accounts for 0.19% of the portfolio, ranked #52.

Concentrum Wealth Management first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $855K in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Concentrum Wealth Management held 21,266 shares of FT Vest Fund of Buffer ETFs worth $777K as of Q2 2026.
Concentrum Wealth Management bought 1,317 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $47.2K.
FT Vest Fund of Buffer ETFs made up 0.19% of Concentrum Wealth Management's portfolio in Q2 2026, its #52 holding.
Concentrum Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Concentrum Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $855K in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.