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 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	$4.37M	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

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

Denver PWM's BUFR Position: Q2 2026 in Review

Denver PWM opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 99,896 shares worth $3.74M. The stake represents 1.22% of the portfolio and ranks #20 among its holdings. This is a return to the name: Denver PWM previously reported a position in BUFR as recently as Q3 2023.

Denver PWM first reported a position in BUFR in Q2 2021 and has held it in 11 quarters since. The position peaked at $6.09M in Q3 2023. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Denver PWM held 99,896 shares of FT Vest Fund of Buffer ETFs worth $3.74M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Denver PWM position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 1.22% of Denver PWM's portfolio in Q2 2026, its #20 holding.
Denver PWM first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 11 quarters since.
Denver PWM's FT Vest Fund of Buffer ETFs position peaked at $6.09M in Q3 2023.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.