Denver PWM’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Denver PWM’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	$4.22M	Buy	112,742 +12,846	+13%	+$477K	1.4%	18
2026 Q2	$3.74M	Buy	+99,896	New	+$3.58M	1.22%	20
2023 Q4	–	Sell	-249,416	Closed	-$6.09M	–	89
2023 Q3	$6.09M	Buy	249,416 +59,323	+31%	+$1.49M	2.55%	15
2023 Q2	$4.76M	Buy	190,093 +2,684	+1%	+$64.2K	1.97%	16
2023 Q1	$4.42M	Buy	187,409 +137	+0.1%	+$3.14K	1.95%	16
2022 Q4	$4.16M	Buy	187,272 +2,622	+1%	+$57.8K	1.97%	13
2022 Q3	$3.92M	Sell	184,650 -6,841	-4%	-$152K	2.19%	13
2022 Q2	$4.12M	Buy	191,491 +4,708	+3%	+$105K	1.94%	16
2022 Q1	$4.45M	Buy	186,783 +5,629	+3%	+$132K	1.77%	17
2021 Q4	$4.36M	Buy	181,154 +142,708	+371%	+$3.37M	1.67%	18
2021 Q3	$882K	Buy	38,446 +3,948	+11%	+$91.3K	0.36%	55
2021 Q2	$791K	Buy	+34,498	New	+$780K	0.33%	57

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Denver PWM's BUFR Position: Q3 2026 in Review

Denver PWM increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 13% in Q3 2026, buying an estimated $477K and bringing the position to 112,742 shares worth $4.22M. The position accounts for 1.4% of the portfolio, ranked #18.

Denver PWM first reported a position in BUFR in Q2 2021 and has held it in 12 quarters since. The position peaked at $6.09M in Q3 2023. 230 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Denver PWM held 112,742 shares of FT Vest Fund of Buffer ETFs worth $4.22M as of Q3 2026.
Denver PWM bought 12,846 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $477K.
FT Vest Fund of Buffer ETFs made up 1.4% of Denver PWM's portfolio in Q3 2026, its #18 holding.
Denver PWM first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 12 quarters since.
Denver PWM's FT Vest Fund of Buffer ETFs position peaked at $6.09M in Q3 2023.
230 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.