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 Q3	$2.77M	Buy	73,965 +5,236	+8%	+$194K	0.08%	209
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CoreCap Advisors's BUFR Position: Q3 2026 in Review

CoreCap Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.6% in Q3 2026, buying an estimated $194K and bringing the position to 73,965 shares worth $2.77M. The position accounts for 0.08% of the portfolio, ranked #209.

CoreCap Advisors first reported a position in BUFR in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.04M in Q2 2025. 148 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

CoreCap Advisors held 73,965 shares of FT Vest Fund of Buffer ETFs worth $2.77M as of Q3 2026.
CoreCap Advisors bought 5,236 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $194K.
FT Vest Fund of Buffer ETFs made up 0.08% of CoreCap Advisors's portfolio in Q3 2026, its #209 holding.
CoreCap Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 12 quarters since.
CoreCap Advisors's FT Vest Fund of Buffer ETFs position peaked at $8.04M in Q2 2025.
148 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.