Cooper Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Cooper Financial Group’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	$19.1M	Buy	522,233 +13,345	+3%	+$478K	1.58%	17
2026 Q1	$17.2M	Buy	508,888 +26,928	+6%	+$925K	1.74%	14
2025 Q4	$16.5M	Buy	481,960 +12,062	+3%	+$407K	1.76%	14
2025 Q3	$15.7M	Sell	469,898 -1,969	-0.4%	-$64.2K	1.74%	13
2025 Q2	$15M	Buy	471,867 +25,714	+6%	+$774K	1.76%	13
2025 Q1	$13.2M	Buy	446,153 +14,416	+3%	+$441K	1.74%	11
2024 Q4	$13.2M	Buy	431,737 +179,628	+71%	+$5.45M	1.58%	15
2024 Q3	$7.54M	Buy	252,109 +27,865	+12%	+$814K	0.98%	20
2024 Q2	$6.49M	Buy	224,244 +21,549	+11%	+$608K	0.95%	24
2024 Q1	$5.67M	Buy	202,695 +175,241	+638%	+$4.78M	0.93%	23
2023 Q4	$729K	Buy	27,454 +2,958	+12%	+$74.7K	0.13%	148
2023 Q3	$600K	Buy	24,496 +1,695	+7%	+$42.6K	0.14%	161
2023 Q2	$571K	Buy	22,801 +10,935	+92%	+$262K	0.14%	168
2023 Q1	$278K	Buy	11,866 +1,426	+14%	+$32.7K	0.08%	253
2022 Q4	$232K	Buy	+10,440	New	+$230K	0.07%	259

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

Cooper Financial Group's BUFR Position: Q2 2026 in Review

Cooper Financial Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.6% in Q2 2026, buying an estimated $478K and bringing the position to 522,233 shares worth $19.1M. The position accounts for 1.58% of the portfolio, ranked #17.

Cooper Financial Group first reported a position in BUFR in Q4 2022 and has held it in 15 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Cooper Financial Group held 522,233 shares of FT Vest Fund of Buffer ETFs worth $19.1M as of Q2 2026.
Cooper Financial Group bought 13,345 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $478K.
FT Vest Fund of Buffer ETFs made up 1.58% of Cooper Financial Group's portfolio in Q2 2026, its #17 holding.
Cooper Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.