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Drake & Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Drake & Associates’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 		$855K Sell
23,409
-528
-2% -$18.9K 0.14% 47
2026
Q1 		$808K Sell
23,937
-531
-2% -$18.2K 0.15% 54
2025
Q4 		$838K Sell
24,468
-1,898
-7% -$64.1K 0.17% 67
2025
Q3 		$889K Sell
26,366
-239,429
-90% -$7.81M 0.19% 61
2025
Q2 		$8.45M Sell
265,795
-144,578
-35% -$4.35M 2.07% 15
2025
Q1 		$12.2M Buy
410,373
+5,735
+1% +$175K 3.42% 11
2024
Q4 		$12.5M Buy
404,638
+22,025
+6% +$668K 3.57% 11
2024
Q3 		$11.4M Buy
382,613
+13,651
+4% +$399K 3.69% 11
2024
Q2 		$10.7M Buy
368,962
+5,757
+2% +$162K 3.82% 11
2024
Q1 		$10.2M Buy
363,205
+22,649
+7% +$617K 3.71% 12
2023
Q4 		$9.05M Buy
340,556
+9,483
+3% +$240K 3.7% 12
2023
Q3 		$8.11M Buy
331,073
+6,844
+2% +$172K 3.67% 12
2023
Q2 		$8.12M Buy
324,229
+41,337
+15% +$989K 3.63% 12
2023
Q1 		$6.64M Buy
282,892
+10,283
+4% +$236K 3.24% 13
2022
Q4 		$6.05M Buy
+272,609
New +$6.01M 3.2% 13

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Drake & Associates's BUFR Position: Q2 2026 in Review

Drake & Associates reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.2% in Q2 2026, selling an estimated $18.9K and leaving 23,409 shares worth $855K. The position accounts for 0.14% of the portfolio, ranked #47.

Drake & Associates first reported a position in BUFR in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.5M in Q4 2024. 532 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Drake & Associates held 23,409 shares of FT Vest Fund of Buffer ETFs worth $855K as of Q2 2026.
  • Drake & Associates sold 528 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $18.9K.
  • FT Vest Fund of Buffer ETFs made up 0.14% of Drake & Associates's portfolio in Q2 2026, its #47 holding.
  • Drake & Associates first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
  • Drake & Associates's FT Vest Fund of Buffer ETFs position peaked at $12.5M in Q4 2024.
  • 532 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.