Envestnet Asset Management
FBUF icon

Envestnet Asset Management’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Envestnet Asset Management’s Portfolio FBUF Stock Details FBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Sell
10,027
-6,435
-39% -$204K ﹤0.01% 4383
2026
Q1 		$495K Sell
16,462
-38,276
-70% -$1.18M ﹤0.01% 3942
2025
Q4 		$1.69M Buy
+54,738
New +$1.66M ﹤0.01% 2952

Other funds holding FBUF

GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Envestnet Asset Management's FBUF Position: Q2 2026 in Review

Envestnet Asset Management reduced its Fidelity Dynamic Buffered Equity ETF (FBUF) stake by 39% in Q2 2026, selling an estimated $204K and leaving 10,027 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #4383.

Envestnet Asset Management first reported a position in FBUF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q4 2025. 8 funds tracked by Wall St. Rank hold FBUF as of Q2 2026.

  • Envestnet Asset Management held 10,027 shares of Fidelity Dynamic Buffered Equity ETF worth $324K as of Q2 2026.
  • Envestnet Asset Management sold 6,435 Fidelity Dynamic Buffered Equity ETF shares in Q2 2026, an estimated $204K.
  • Fidelity Dynamic Buffered Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4383 holding.
  • Envestnet Asset Management first reported a position in Fidelity Dynamic Buffered Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Fidelity Dynamic Buffered Equity ETF position peaked at $1.69M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.