Echo Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Echo Wealth Management’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	$2.01M	Buy	53,537 +14,152	+36%	+$525K	0.98%	19
2026 Q2	$1.44M	Buy	39,385 +6,577	+20%	+$236K	0.73%	20
2026 Q1	$1.11M	Buy	32,808 +6,317	+24%	+$217K	0.64%	22
2025 Q4	$908K	Sell	26,491 -2,034	-7%	-$68.7K	0.53%	25
2025 Q3	$953K	Buy	28,525 +4,666	+20%	+$152K	0.56%	24
2025 Q2	$759K	Buy	23,859 +11,428	+92%	+$344K	0.47%	24
2025 Q1	$369K	Buy	12,431 +1,215	+11%	+$37.1K	0.25%	36
2024 Q4	$342K	Buy	11,216 +3,316	+42%	+$101K	0.24%	35
2024 Q3	$237K	Sell	7,900 -1,747	-18%	-$51.1K	0.17%	43
2024 Q2	$279K	Buy	9,647 +964	+11%	+$27.2K	0.21%	39
2024 Q1	$243K	Sell	8,683 -115	-1%	-$3.13K	0.2%	41
2023 Q4	$234K	Sell	8,798 -2,460	-22%	-$62.2K	0.22%	37
2023 Q3	$276K	Buy	+11,258	New	+$283K	0.3%	34
2022 Q3	–	Sell	-10,229	Closed	-$224K	–	44
2022 Q2	$224K	Buy	+10,229	New	+$229K	0.3%	44
2021 Q4	–	Sell	-12,614	Closed	-$293K	–	50
2021 Q3	$293K	Buy	12,614 +3,860	+44%	+$89.3K	0.35%	42
2021 Q2	$201K	Sell	8,754 -20,423	-70%	-$462K	0.26%	51
2021 Q1	$645K	Buy	+29,177	New	+$635K	0.81%	26

Other funds holding BUFR

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 San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

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 Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Echo Wealth Management's BUFR Position: Q3 2026 in Review

Echo Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 36% in Q3 2026, buying an estimated $525K and bringing the position to 53,537 shares worth $2.01M. The position accounts for 0.98% of the portfolio, ranked #19.

Echo Wealth Management first reported a position in BUFR in Q1 2021 and has held it in 17 quarters since. 104 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Echo Wealth Management held 53,537 shares of FT Vest Fund of Buffer ETFs worth $2.01M as of Q3 2026.
Echo Wealth Management bought 14,152 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $525K.
FT Vest Fund of Buffer ETFs made up 0.98% of Echo Wealth Management's portfolio in Q3 2026, its #19 holding.
Echo Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 17 quarters since.
104 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.