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

CreativeOne Wealth’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	$36.3M	Buy	993,876 +119,107	+14%	+$4.27M	0.78%	25
2026 Q1	$29.5M	Buy	874,769 +33,387	+4%	+$1.15M	0.69%	30
2025 Q4	$28.8M	Sell	841,382 -14,749	-2%	-$498K	0.7%	31
2025 Q3	$28.6M	Buy	856,131 +156,899	+22%	+$5.12M	0.7%	31
2025 Q2	$22.2M	Buy	699,232 +49,053	+8%	+$1.48M	0.58%	34
2025 Q1	$19.3M	Sell	650,179 -271,322	-29%	-$8.29M	0.58%	34
2024 Q4	$28.1M	Buy	921,501 +445,442	+94%	+$13.5M	0.86%	25
2024 Q3	$14.2M	Buy	476,059 +154,866	+48%	+$4.53M	0.48%	41
2024 Q2	$9.29M	Buy	321,193 +19,624	+7%	+$554K	0.47%	46
2024 Q1	$8.43M	Buy	301,569 +157,668	+110%	+$4.3M	0.34%	61
2023 Q4	$3.82M	Sell	143,901 -63,492	-31%	-$1.6M	0.24%	85
2023 Q3	$5.08M	Buy	207,393 +137,436	+196%	+$3.45M	0.37%	65
2023 Q2	$1.75M	Buy	69,957 +36,796	+111%	+$881K	0.08%	233
2023 Q1	$778K	Buy	+33,161	New	+$761K	0.04%	359

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

CreativeOne Wealth's BUFR Position: Q2 2026 in Review

CreativeOne Wealth increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 14% in Q2 2026, buying an estimated $4.27M and bringing the position to 993,876 shares worth $36.3M. The position accounts for 0.78% of the portfolio, ranked #25.

CreativeOne Wealth first reported a position in BUFR in Q1 2023 and has held it in 14 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

CreativeOne Wealth held 993,876 shares of FT Vest Fund of Buffer ETFs worth $36.3M as of Q2 2026.
CreativeOne Wealth bought 119,107 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $4.27M.
FT Vest Fund of Buffer ETFs made up 0.78% of CreativeOne Wealth's portfolio in Q2 2026, its #25 holding.
CreativeOne Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 14 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.