Dynamic Advisor Solutions
BUFR icon

Dynamic Advisor Solutions’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Dynamic Advisor Solutions’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 		$5.17M Sell
137,943
-1,888
-1% -$70.1K 0.15% 152
2026
Q2 		$5.11M Sell
139,831
-4,237
-3% -$152K 0.14% 161
2026
Q1 		$4.87M Sell
144,068
-793
-0.5% -$27.2K 0.15% 154
2025
Q4 		$4.96M Sell
144,861
-41,123
-22% -$1.39M 0.16% 145
2025
Q3 		$6.22M Sell
185,984
-7,306
-4% -$238K 0.18% 126
2025
Q2 		$6.15M Sell
193,290
-14,297
-7% -$430K 0.19% 125
2025
Q1 		$6.16M Buy
207,587
+4,638
+2% +$142K 0.2% 120
2024
Q4 		$6.18M Sell
202,949
-2,568
-1% -$77.9K 0.27% 89
2024
Q3 		$6.14M Buy
205,517
+1,697
+0.8% +$49.6K 0.18% 133
2024
Q2 		$5.89M Buy
203,820
+46,480
+30% +$1.31M 0.19% 135
2024
Q1 		$4.4M Buy
157,340
+8,793
+6% +$240K 0.15% 181
2023
Q4 		$3.92M Buy
148,547
+42,634
+40% +$1.08M 0.15% 188
2023
Q3 		$2.59M Buy
105,913
+4,673
+5% +$117K 0.12% 195
2023
Q2 		$2.54M Buy
101,240
+23,418
+30% +$561K 0.13% 188
2023
Q1 		$1.83M Buy
77,822
+26,990
+53% +$619K 0.11% 226
2022
Q4 		$1.13M Buy
50,832
+17,634
+53% +$389K 0.08% 260
2022
Q3 		$692K Sell
33,198
-312
-0.9% -$6.94K 0.05% 320
2022
Q2 		$719K Buy
33,510
+4,231
+14% +$94.7K 0.06% 310
2022
Q1 		$696K Sell
29,279
-843
-3% -$19.7K 0.05% 353
2021
Q4 		$724K Sell
30,122
-7,335
-20% -$173K 0.05% 341
2021
Q3 		$860K Buy
37,457
+1,127
+3% +$26.1K 0.06% 322
2021
Q2 		$833K Sell
36,330
-870
-2% -$19.7K 0.07% 306
2021
Q1 		$822K Buy
37,200
+25,200
+210% +$548K 0.08% 276
2020
Q4 		$258K Buy
+12,000
New +$250K 0.02% 532

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Dynamic Advisor Solutions's BUFR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.4% in Q3 2026, selling an estimated $70.1K and leaving 137,943 shares worth $5.17M. The position accounts for 0.15% of the portfolio, ranked #152.

Dynamic Advisor Solutions first reported a position in BUFR in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.22M in Q3 2025. 104 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Dynamic Advisor Solutions held 137,943 shares of FT Vest Fund of Buffer ETFs worth $5.17M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,888 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $70.1K.
  • FT Vest Fund of Buffer ETFs made up 0.15% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #152 holding.
  • Dynamic Advisor Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q4 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's FT Vest Fund of Buffer ETFs position peaked at $6.22M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.