Core Wealth Advisors (Florida)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Core Wealth Advisors (Florida)’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	$6.55M	Buy	179,303 +7,888	+5%	+$283K	1.32%	13
2026 Q1	$5.79M	Buy	171,415 +28,625	+20%	+$983K	1.38%	13
2025 Q4	$4.89M	Buy	142,790 +9,306	+7%	+$314K	1.27%	12
2025 Q3	$4.46M	Sell	133,484 -33,796	-20%	-$1.1M	1.16%	13
2025 Q2	$5.32M	Buy	167,280 +24,896	+17%	+$749K	1.53%	13
2025 Q1	$4.23M	Buy	142,384 +24,173	+20%	+$739K	1.34%	14
2024 Q4	$3.6M	Buy	118,211 +17,368	+17%	+$527K	1.19%	12
2024 Q3	$3.01M	Buy	100,843 +12,121	+14%	+$354K	0.97%	14
2024 Q2	$2.57M	Buy	+88,722	New	+$2.5M	0.88%	17

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

Core Wealth Advisors (Florida)'s BUFR Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.6% in Q2 2026, buying an estimated $283K and bringing the position to 179,303 shares worth $6.55M. The position accounts for 1.32% of the portfolio, ranked #13.

Core Wealth Advisors (Florida) first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. 532 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Core Wealth Advisors (Florida) held 179,303 shares of FT Vest Fund of Buffer ETFs worth $6.55M as of Q2 2026.
Core Wealth Advisors (Florida) bought 7,888 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $283K.
FT Vest Fund of Buffer ETFs made up 1.32% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #13 holding.
Core Wealth Advisors (Florida) first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
532 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.