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

Creative Planning’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	$4.68M	Buy	128,041 +4,442	+4%	+$159K	﹤0.01%	1462
2026 Q1	$4.17M	Sell	123,599 -5,137	-4%	-$176K	﹤0.01%	1337
2025 Q4	$4.41M	Sell	128,736 -203,591	-61%	-$6.87M	﹤0.01%	1091
2025 Q3	$11.1M	Buy	332,327 +298,359	+878%	+$9.73M	0.01%	527
2025 Q2	$1.08M	Buy	33,968 +23,287	+218%	+$701K	﹤0.01%	1792
2025 Q1	$317K	Buy	+10,681	New	+$326K	﹤0.01%	2705

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 Planning's BUFR Position: Q2 2026 in Review

Creative Planning increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.6% in Q2 2026, buying an estimated $159K and bringing the position to 128,041 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Creative Planning first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.1M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Creative Planning held 128,041 shares of FT Vest Fund of Buffer ETFs worth $4.68M as of Q2 2026.
Creative Planning bought 4,442 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $159K.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1462 holding.
Creative Planning first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Creative Planning's FT Vest Fund of Buffer ETFs position peaked at $11.1M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.