Envestnet Portfolio Solutions’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Envestnet Portfolio Solutions’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	$4.64M	Sell	126,890 -85,468	-40%	-$3.06M	0.02%	338
2026 Q1	$7.17M	Sell	212,358 -155	-0.1%	-$5.32K	0.04%	234
2025 Q4	$7.28M	Buy	212,513 +19,200	+10%	+$648K	0.03%	302
2025 Q3	$6.46M	Buy	193,313 +18,190	+10%	+$593K	0.02%	299
2025 Q2	$5.57M	Sell	175,123 -56,016	-24%	-$1.69M	0.02%	337
2025 Q1	$6.86M	Sell	231,139 -252,860	-52%	-$7.73M	0.03%	292
2024 Q4	$14.7M	Buy	483,999 +83,936	+21%	+$2.55M	0.05%	189
2024 Q3	$12M	Buy	400,063 +84,525	+27%	+$2.47M	0.04%	220
2024 Q2	$9.13M	Buy	315,538 +56,704	+22%	+$1.6M	0.03%	251
2024 Q1	$7.24M	Buy	258,834 +41,470	+19%	+$1.13M	0.03%	296
2023 Q4	$5.78M	Buy	217,364 +54,678	+34%	+$1.38M	0.02%	296
2023 Q3	$3.98M	Buy	+162,686	New	+$4.09M	0.02%	367

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

Envestnet Portfolio Solutions's BUFR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 40% in Q2 2026, selling an estimated $3.06M and leaving 126,890 shares worth $4.64M. The position accounts for 0.02% of the portfolio, ranked #338.

Envestnet Portfolio Solutions first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.7M in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Envestnet Portfolio Solutions held 126,890 shares of FT Vest Fund of Buffer ETFs worth $4.64M as of Q2 2026.
Envestnet Portfolio Solutions sold 85,468 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $3.06M.
FT Vest Fund of Buffer ETFs made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #338 holding.
Envestnet Portfolio Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's FT Vest Fund of Buffer ETFs position peaked at $14.7M in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.