EdgeRock Capital’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

EdgeRock Capital’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	$735K	Sell	20,110 -400	-2%	-$14.3K	0.17%	64
2026 Q1	$693K	Hold	20,510	–	–	0.19%	53
2025 Q4	$703K	Hold	20,510	–	–	0.19%	55
2025 Q3	$685K	Hold	20,510	–	–	0.19%	55
2025 Q2	$652K	Hold	20,510	–	–	0.21%	54
2025 Q1	$609K	Hold	20,510	–	–	0.43%	36
2024 Q4	$625K	Hold	20,510	–	–	0.41%	36
2024 Q3	$613K	Hold	20,510	–	–	0.43%	35
2024 Q2	$593K	Sell	20,510 -430	-2%	-$12.1K	0.46%	25
2024 Q1	$585K	Hold	20,940	–	–	0.47%	28
2023 Q4	$569K	Buy	+20,940	New	+$529K	0.42%	27
2023 Q3	–	Sell	-20,940	Closed	-$524K	–	65
2023 Q2	$524K	Sell	20,940 -3,225	-13%	-$77.2K	0.25%	31
2023 Q1	$567K	Hold	24,165	–	–	0.29%	31
2022 Q4	$537K	Buy	+24,165	New	+$532K	0.3%	28

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

EdgeRock Capital's BUFR Position: Q2 2026 in Review

EdgeRock Capital reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2% in Q2 2026, selling an estimated $14.3K and leaving 20,110 shares worth $735K. The position accounts for 0.17% of the portfolio, ranked #64.

EdgeRock Capital first reported a position in BUFR in Q4 2022 and has held it in 14 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

EdgeRock Capital held 20,110 shares of FT Vest Fund of Buffer ETFs worth $735K as of Q2 2026.
EdgeRock Capital sold 400 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $14.3K.
FT Vest Fund of Buffer ETFs made up 0.17% of EdgeRock Capital's portfolio in Q2 2026, its #64 holding.
EdgeRock Capital first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 14 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.