Concurrent Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Concurrent Investment Advisors’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	$14.5M	Buy	398,020 +81,472	+26%	+$2.92M	0.12%	179
2026 Q1	$10.7M	Buy	316,548 +44,706	+16%	+$1.54M	0.12%	190
2025 Q4	$9.31M	Buy	271,842 +50,001	+23%	+$1.69M	0.11%	202
2025 Q3	$7.41M	Sell	221,841 -42,713	-16%	-$1.39M	0.13%	174
2025 Q2	$8.41M	Sell	264,554 -219,724	-45%	-$6.61M	0.16%	138
2025 Q1	$14.4M	Buy	484,278 +70,765	+17%	+$2.16M	0.35%	59
2024 Q4	$12.6M	Buy	413,513 +54,046	+15%	+$1.64M	0.34%	65
2024 Q3	$10.7M	Sell	359,467 -1,817	-0.5%	-$53.1K	0.32%	76
2024 Q2	$10.4M	Buy	361,284 +20,662	+6%	+$583K	0.34%	67
2024 Q1	$9.52M	Buy	340,622 +119,064	+54%	+$3.24M	0.38%	58
2023 Q4	$5.89M	Buy	+221,558	New	+$5.6M	0.28%	80

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

Concurrent Investment Advisors's BUFR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 26% in Q2 2026, buying an estimated $2.92M and bringing the position to 398,020 shares worth $14.5M. The position accounts for 0.12% of the portfolio, ranked #179.

Concurrent Investment Advisors first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. 538 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Concurrent Investment Advisors held 398,020 shares of FT Vest Fund of Buffer ETFs worth $14.5M as of Q2 2026.
Concurrent Investment Advisors bought 81,472 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.92M.
FT Vest Fund of Buffer ETFs made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #179 holding.
Concurrent Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
538 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.