GER Loftin Wealth Advisors LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

GER Loftin Wealth Advisors LLC’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	$1.37M	Buy	+36,686	New	+$1.36M	0.44%	40

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's BUFR Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q3 2026: 36,686 shares worth $1.37M. The stake represents 0.44% of the portfolio and ranks #40 among its holdings.

449 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

GER Loftin Wealth Advisors LLC held 36,686 shares of FT Vest Fund of Buffer ETFs worth $1.37M as of Q3 2026.
FT Vest Fund of Buffer ETFs was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
FT Vest Fund of Buffer ETFs made up 0.44% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #40 holding.
449 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.