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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.46M Buy
40,072
+1,578
+4% +$56.5K 1.09% 21
2026
Q1
$1.3M Buy
38,494
+3,079
+9% +$106K 1.19% 18
2025
Q4
$1.21M Buy
+35,415
New +$1.2M 1.16% 20

Other funds holding BUFR

Elevation Wealth Management's BUFR Position: Q2 2026 in Review

Elevation Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.1% in Q2 2026, buying an estimated $56.5K and bringing the position to 40,072 shares worth $1.46M. The position accounts for 1.09% of the portfolio, ranked #21.

Elevation Wealth Management first reported a position in BUFR in Q4 2025 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Elevation Wealth Management held 40,072 shares of FT Vest Fund of Buffer ETFs worth $1.46M as of Q2 2026.
  • Elevation Wealth Management bought 1,578 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $56.5K.
  • FT Vest Fund of Buffer ETFs made up 1.09% of Elevation Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Elevation Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.