Ergawealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Ergawealth Advisors’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 Q3	$5.13M	Sell	136,862 -6,553	-5%	-$243K	2.02%	8
2026 Q2	$5.24M	Sell	143,415 -22,631	-14%	-$811K	2.03%	8
2026 Q1	$5.61M	Sell	166,046 -1,477	-0.9%	-$50.7K	2.48%	7
2025 Q4	$5.74M	Sell	167,523 -157,329	-48%	-$5.31M	2.64%	7
2025 Q3	$10.9M	Sell	324,852 -82,261	-20%	-$2.68M	5.06%	6
2025 Q2	$12.9M	Sell	407,113 -18,381	-4%	-$553K	5.82%	6
2025 Q1	$12.6M	Buy	425,494 +86,440	+25%	+$2.64M	6.26%	6
2024 Q4	$10.3M	Buy	339,054 +72,411	+27%	+$2.2M	5.11%	8
2024 Q3	$7.97M	Buy	266,643 +74,691	+39%	+$2.18M	3.95%	10
2024 Q2	$5.55M	Buy	191,952 +163,420	+573%	+$4.61M	3.02%	11
2024 Q1	$798K	Buy	+28,532	New	+$778K	0.44%	24
2023 Q1	–	Sell	-10,881	Closed	-$242K	–	46
2022 Q4	$242K	Buy	+10,881	New	+$240K	0.22%	40

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Ergawealth Advisors's BUFR Position: Q3 2026 in Review

Ergawealth Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.6% in Q3 2026, selling an estimated $243K and leaving 136,862 shares worth $5.13M. The position accounts for 2.02% of the portfolio, ranked #8.

Ergawealth Advisors first reported a position in BUFR in Q4 2022 and has held it in 12 quarters since. The position peaked at $12.9M in Q2 2025. 208 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Ergawealth Advisors held 136,862 shares of FT Vest Fund of Buffer ETFs worth $5.13M as of Q3 2026.
Ergawealth Advisors sold 6,553 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $243K.
FT Vest Fund of Buffer ETFs made up 2.02% of Ergawealth Advisors's portfolio in Q3 2026, its #8 holding.
Ergawealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 12 quarters since.
Ergawealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $12.9M in Q2 2025.
208 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.