CWS
BUFR icon

Confluence Wealth Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Confluence Wealth Services’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 		$209K Sell
5,720
-564
-9% -$20.2K 0.01% 461
2026
Q1 		$212K Buy
+6,284
New +$216K 0.01% 355

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Confluence Wealth Services's BUFR Position: Q2 2026 in Review

Confluence Wealth Services reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 9% in Q2 2026, selling an estimated $20.2K and leaving 5,720 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #461.

Confluence Wealth Services first reported a position in BUFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $212K in Q1 2026. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Confluence Wealth Services held 5,720 shares of FT Vest Fund of Buffer ETFs worth $209K as of Q2 2026.
  • Confluence Wealth Services sold 564 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $20.2K.
  • FT Vest Fund of Buffer ETFs made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #461 holding.
  • Confluence Wealth Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 2 quarters since.
  • Confluence Wealth Services's FT Vest Fund of Buffer ETFs position peaked at $212K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.