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 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

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

Ergawealth Advisors's BUFR Position: Q2 2026 in Review

Ergawealth Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 14% in Q2 2026, selling an estimated $811K and leaving 143,415 shares worth $5.24M. The position accounts for 2.03% of the portfolio, ranked #8.

Ergawealth Advisors first reported a position in BUFR in Q4 2022 and has held it in 11 quarters since. The position peaked at $12.9M in Q2 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Ergawealth Advisors held 143,415 shares of FT Vest Fund of Buffer ETFs worth $5.24M as of Q2 2026.
Ergawealth Advisors sold 22,631 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $811K.
FT Vest Fund of Buffer ETFs made up 2.03% of Ergawealth Advisors's portfolio in Q2 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 11 quarters since.
Ergawealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $12.9M in Q2 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.