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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.83M Buy
50,031
+3,490
+7% +$125K 0.06% 237
2026
Q1
$1.57M Sell
46,541
-9,894
-18% -$340K 0.05% 269
2025
Q4
$1.93M Buy
56,435
+19,260
+52% +$650K 0.07% 195
2025
Q3
$1.24M Buy
37,175
+310
+0.8% +$10.1K 0.05% 265
2025
Q2
$1.17M Buy
36,865
+2,450
+7% +$73.7K 0.05% 241
2025
Q1
$1.02M Buy
34,415
+500
+1% +$15.3K 0.06% 242
2024
Q4
$1.03M Buy
33,915
+2,785
+9% +$84.5K 0.06% 242
2024
Q3
$930K Sell
31,130
-194
-0.6% -$5.67K 0.06% 226
2024
Q2
$911K Buy
31,324
+3,438
+12% +$97K 0.06% 227
2024
Q1
$770K Buy
+27,886
New +$760K 0.06% 215

Other funds holding BUFR

EverSource Wealth Advisors's BUFR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.5% in Q2 2026, buying an estimated $125K and bringing the position to 50,031 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #237.

EverSource Wealth Advisors first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • EverSource Wealth Advisors held 50,031 shares of FT Vest Fund of Buffer ETFs worth $1.83M as of Q2 2026.
  • EverSource Wealth Advisors bought 3,490 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $125K.
  • FT Vest Fund of Buffer ETFs made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • EverSource Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $1.93M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.