Falcon Wealth Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Falcon Wealth Planning’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	$3.34M	Buy	91,540 +3,243	+4%	+$116K	0.21%	44
2026 Q1	$2.98M	Buy	88,297 +5,547	+7%	+$190K	0.2%	43
2025 Q4	$2.84M	Hold	82,750	–	–	0.24%	41
2025 Q3	$2.77M	Hold	82,750	–	–	0.25%	41
2025 Q2	$2.63M	Buy	82,750 +200	+0.2%	+$6.02K	0.27%	40
2025 Q1	$2.45M	Hold	82,550	–	–	0.27%	39
2024 Q4	$2.52M	Buy	82,550 +28,368	+52%	+$860K	0.28%	44
2024 Q3	$1.62M	Buy	+54,182	New	+$1.58M	0.19%	52

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

Falcon Wealth Planning's BUFR Position: Q2 2026 in Review

Falcon Wealth Planning increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.7% in Q2 2026, buying an estimated $116K and bringing the position to 91,540 shares worth $3.34M. The position accounts for 0.21% of the portfolio, ranked #44.

Falcon Wealth Planning first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Falcon Wealth Planning held 91,540 shares of FT Vest Fund of Buffer ETFs worth $3.34M as of Q2 2026.
Falcon Wealth Planning bought 3,243 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $116K.
FT Vest Fund of Buffer ETFs made up 0.21% of Falcon Wealth Planning's portfolio in Q2 2026, its #44 holding.
Falcon Wealth Planning first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.