CX Institutional
BUFR icon

CX Institutional’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

CX Institutional’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 		$8K Hold
222
– – ﹤0.01% 1380
2026
Q2 		$8K Buy
+222
New +$7.95K ﹤0.01% 1323

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CX Institutional's BUFR Position: Q3 2026 in Review

CX Institutional held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2026 at 222 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

CX Institutional first reported a position in BUFR in Q2 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • CX Institutional held 222 shares of FT Vest Fund of Buffer ETFs worth $8K as of Q3 2026.
  • CX Institutional left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2026.
  • FT Vest Fund of Buffer ETFs made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1380 holding.
  • CX Institutional first reported a position in FT Vest Fund of Buffer ETFs in Q2 2026 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.