Creative Financial Designs’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Creative Financial Designs’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	$28M	Buy	767,287 +453,315	+144%	+$16.2M	1.34%	12
2026 Q1	$10.6M	Buy	313,972 +147,950	+89%	+$5.08M	0.64%	37
2025 Q4	$5.69M	Buy	166,022 +35,164	+27%	+$1.19M	0.36%	64
2025 Q3	$4.37M	Buy	130,858 +923	+0.7%	+$30.1K	0.29%	77
2025 Q2	$4.13M	Buy	129,935 +1,590	+1%	+$47.9K	0.3%	77
2025 Q1	$3.81M	Buy	128,345 +127,102	+10,225%	+$3.88M	0.3%	71
2024 Q4	$37.9K	Hold	1,243	–	–	﹤0.01%	885
2024 Q3	$37.2K	Hold	1,243	–	–	﹤0.01%	872
2024 Q2	$35.9K	Hold	1,243	–	–	﹤0.01%	851
2024 Q1	$34.8K	Hold	1,243	–	–	﹤0.01%	824
2023 Q4	$33K	Buy	+1,243	New	+$31.4K	﹤0.01%	783

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

Creative Financial Designs's BUFR Position: Q2 2026 in Review

Creative Financial Designs increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 144% in Q2 2026, buying an estimated $16.2M and bringing the position to 767,287 shares worth $28M. The position accounts for 1.34% of the portfolio, ranked #12.

Creative Financial Designs first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Creative Financial Designs held 767,287 shares of FT Vest Fund of Buffer ETFs worth $28M as of Q2 2026.
Creative Financial Designs bought 453,315 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $16.2M.
FT Vest Fund of Buffer ETFs made up 1.34% of Creative Financial Designs's portfolio in Q2 2026, its #12 holding.
Creative Financial Designs first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.