Essex Financial Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Essex Financial Services’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	$1.33M	Buy	36,515 +535	+1%	+$19.2K	0.07%	255
2026 Q1	$1.22M	Buy	35,980 +150	+0.4%	+$5.15K	0.07%	246
2025 Q4	$1.23M	Sell	35,830 -50	-0.1%	-$1.69K	0.07%	236
2025 Q3	$1.2M	Sell	35,880 -35	-0.1%	-$1.14K	0.07%	232
2025 Q2	$1.14M	Buy	35,915 +2,385	+7%	+$71.8K	0.07%	230
2025 Q1	$996K	Sell	33,530 -1,251	-4%	-$38.2K	0.07%	229
2024 Q4	$1.06M	Buy	34,781 +1,451	+4%	+$44K	0.07%	228
2024 Q3	$1M	Buy	33,330 +1,270	+4%	+$37.1K	0.07%	242
2024 Q2	$918K	Buy	32,060 +5,625	+21%	+$159K	0.07%	254
2024 Q1	$739K	Buy	26,435 +8,220	+45%	+$224K	0.07%	250
2023 Q4	$484K	Buy	+18,215	New	+$460K	0.05%	310

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Essex Financial Services's BUFR Position: Q2 2026 in Review

Essex Financial Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.5% in Q2 2026, buying an estimated $19.2K and bringing the position to 36,515 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #255.

Essex Financial Services first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Essex Financial Services held 36,515 shares of FT Vest Fund of Buffer ETFs worth $1.33M as of Q2 2026.
Essex Financial Services bought 535 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $19.2K.
FT Vest Fund of Buffer ETFs made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #255 holding.
Essex Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
398 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.