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

CoreCap 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	$2.51M	Buy	68,729 +6,715	+11%	+$241K	0.07%	218
2026 Q1	$2.09M	Sell	62,014 -6,241	-9%	-$214K	0.07%	229
2025 Q4	$2.34M	Sell	68,255 -1,329	-2%	-$44.9K	0.08%	215
2025 Q3	$2.33M	Sell	69,584 -183,256	-72%	-$5.98M	0.08%	212
2025 Q2	$8.04M	Sell	252,840 -6,825	-3%	-$205K	0.32%	57
2025 Q1	$7.71M	Sell	259,665 -1,391	-0.5%	-$42.5K	0.34%	56
2024 Q4	$7.95M	Buy	261,056 +6,706	+3%	+$203K	0.36%	44
2024 Q3	$7.6M	Buy	254,350 +11,950	+5%	+$349K	0.36%	52
2024 Q2	$7.01M	Buy	242,400 +50,254	+26%	+$1.42M	0.73%	19
2024 Q1	$5.37M	Buy	192,146 +6,389	+3%	+$174K	0.28%	61
2023 Q4	$4.94M	Buy	+185,757	New	+$4.69M	0.32%	62

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

CoreCap Advisors's BUFR Position: Q2 2026 in Review

CoreCap Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q2 2026, buying an estimated $241K and bringing the position to 68,729 shares worth $2.51M. The position accounts for 0.07% of the portfolio, ranked #218.

CoreCap Advisors first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.04M in Q2 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

CoreCap Advisors held 68,729 shares of FT Vest Fund of Buffer ETFs worth $2.51M as of Q2 2026.
CoreCap Advisors bought 6,715 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $241K.
FT Vest Fund of Buffer ETFs made up 0.07% of CoreCap Advisors's portfolio in Q2 2026, its #218 holding.
CoreCap Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
CoreCap Advisors's FT Vest Fund of Buffer ETFs position peaked at $8.04M in Q2 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.