DHJJ Financial Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

DHJJ Financial Advisors’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	$1.63M	Sell	44,491 -883	-2%	-$31.6K	0.47%	38
2026 Q1	$1.53M	Sell	45,374 -2,250	-5%	-$77.3K	0.51%	36
2025 Q4	$1.63M	Sell	47,624 -1,532	-3%	-$51.7K	0.54%	35
2025 Q3	$1.64M	Buy	49,156 +1,281	+3%	+$41.8K	0.56%	33
2025 Q2	$1.52M	Sell	47,875 -8,042	-14%	-$242K	0.55%	32
2025 Q1	$1.66M	Buy	55,917 +5,433	+11%	+$166K	0.67%	28
2024 Q4	$1.54M	Buy	50,484 +20,057	+66%	+$608K	0.6%	30
2024 Q3	$909K	Buy	30,427 +7,810	+35%	+$228K	0.36%	52
2024 Q2	$654K	Buy	22,617 +11,696	+107%	+$330K	0.28%	69
2024 Q1	$305K	Sell	10,921 -143	-1%	-$3.9K	0.14%	109
2023 Q4	$294K	Buy	11,064 +2,009	+22%	+$50.8K	0.14%	109
2023 Q3	$222K	Sell	9,055 -175	-2%	-$4.4K	0.11%	124
2023 Q2	$231K	Buy	9,230 +415	+5%	+$9.93K	0.12%	128
2023 Q1	$207K	Buy	+8,815	New	+$202K	0.11%	138
2022 Q4	–	Sell	-9,670	Closed	-$202K	–	133
2022 Q3	$202K	Sell	9,670 -175	-2%	-$3.89K	0.12%	126
2022 Q2	$211K	Buy	9,845 +935	+10%	+$20.9K	0.12%	126
2022 Q1	$212K	Buy	+8,910	New	+$209K	0.1%	132

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

DHJJ Financial Advisors's BUFR Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.9% in Q2 2026, selling an estimated $31.6K and leaving 44,491 shares worth $1.63M. The position accounts for 0.47% of the portfolio, ranked #38.

DHJJ Financial Advisors first reported a position in BUFR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.66M in Q1 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

DHJJ Financial Advisors held 44,491 shares of FT Vest Fund of Buffer ETFs worth $1.63M as of Q2 2026.
DHJJ Financial Advisors sold 883 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $31.6K.
FT Vest Fund of Buffer ETFs made up 0.47% of DHJJ Financial Advisors's portfolio in Q2 2026, its #38 holding.
DHJJ Financial Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 17 quarters since.
DHJJ Financial Advisors's FT Vest Fund of Buffer ETFs position peaked at $1.66M in Q1 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.