Cornerstone Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Cornerstone Wealth Management’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	$2.75M	Buy	75,327 +9,806	+15%	+$351K	0.12%	163
2026 Q1	$2.21M	Buy	65,521 +8,054	+14%	+$277K	0.11%	174
2025 Q4	$1.97M	Buy	57,467 +4,365	+8%	+$147K	0.1%	186
2025 Q3	$1.77M	Buy	53,102 +936	+2%	+$30.5K	0.1%	186
2025 Q2	$1.66M	Buy	52,166 +825	+2%	+$24.8K	0.1%	176
2025 Q1	$1.52M	Buy	51,341 +10,080	+24%	+$308K	0.1%	174
2024 Q4	$1.26M	Buy	41,261 +2,375	+6%	+$72K	0.08%	195
2024 Q3	$1.16M	Buy	38,886 +6,492	+20%	+$190K	0.08%	194
2024 Q2	$937K	Buy	32,394 +7,019	+28%	+$198K	0.07%	215
2024 Q1	$709K	Buy	25,375 +4,799	+23%	+$131K	0.06%	255
2023 Q4	$547K	Buy	20,576 +271	+1%	+$6.85K	0.05%	303
2023 Q3	$497K	Buy	+20,305	New	+$510K	0.05%	308

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

Cornerstone Wealth Management's BUFR Position: Q2 2026 in Review

Cornerstone Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 15% in Q2 2026, buying an estimated $351K and bringing the position to 75,327 shares worth $2.75M. The position accounts for 0.12% of the portfolio, ranked #163.

Cornerstone Wealth Management first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Cornerstone Wealth Management held 75,327 shares of FT Vest Fund of Buffer ETFs worth $2.75M as of Q2 2026.
Cornerstone Wealth Management bought 9,806 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $351K.
FT Vest Fund of Buffer ETFs made up 0.12% of Cornerstone Wealth Management's portfolio in Q2 2026, its #163 holding.
Cornerstone Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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