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

Element Wealth’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	$1.76M	Buy	48,075 +3,657	+8%	+$131K	0.66%	36
2026 Q1	$1.5M	Buy	44,418 +12,958	+41%	+$445K	0.62%	43
2025 Q4	$1.08M	Sell	31,460 -83	-0.3%	-$2.8K	0.44%	60
2025 Q3	$1.05M	Buy	31,543 +449	+1%	+$14.6K	0.46%	57
2025 Q2	$989K	Buy	31,094 +2,012	+7%	+$60.5K	0.46%	51
2025 Q1	$863K	Hold	29,082	–	–	0.46%	49
2024 Q4	$886K	Buy	29,082 +10,046	+53%	+$305K	0.46%	42
2024 Q3	$569K	Buy	19,036 +10,036	+112%	+$293K	0.3%	64
2024 Q2	$260K	Hold	9,000	–	–	0.15%	116
2024 Q1	$252K	Buy	+9,000	New	+$245K	0.15%	115

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

Element Wealth's BUFR Position: Q2 2026 in Review

Element Wealth increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.2% in Q2 2026, buying an estimated $131K and bringing the position to 48,075 shares worth $1.76M. The position accounts for 0.66% of the portfolio, ranked #36.

Element Wealth first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Element Wealth held 48,075 shares of FT Vest Fund of Buffer ETFs worth $1.76M as of Q2 2026.
Element Wealth bought 3,657 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $131K.
FT Vest Fund of Buffer ETFs made up 0.66% of Element Wealth's portfolio in Q2 2026, its #36 holding.
Element Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.