Family Capital Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Family Capital Management’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	$7.01M	Sell	191,874 -25,390	-12%	-$909K	2.72%	9
2026 Q1	$7.34M	Sell	217,264 -2,828	-1%	-$97.1K	3.26%	7
2025 Q4	$7.54M	Buy	220,092 +9,625	+5%	+$325K	3.35%	7
2025 Q3	$7.03M	Sell	210,467 -3,545	-2%	-$116K	3.36%	7
2025 Q2	$6.81M	Sell	214,012 -20,784	-9%	-$625K	3.57%	7
2025 Q1	$6.97M	Buy	234,796 +8,470	+4%	+$259K	4.3%	7
2024 Q4	$6.9M	Buy	226,326 +128,028	+130%	+$3.88M	4.16%	7
2024 Q3	$2.94M	Buy	98,298 +5,558	+6%	+$162K	1.89%	13
2024 Q2	$2.68M	Buy	92,740 +67,945	+274%	+$1.92M	1.83%	14
2024 Q1	$693K	Buy	24,795 +14,020	+130%	+$382K	0.48%	35
2023 Q4	$286K	Buy	10,775 +1,227	+13%	+$31K	0.2%	52
2023 Q3	$234K	Buy	+9,548	New	+$240K	0.15%	65

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

Family Capital Management's BUFR Position: Q2 2026 in Review

Family Capital Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 12% in Q2 2026, selling an estimated $909K and leaving 191,874 shares worth $7.01M. The position accounts for 2.72% of the portfolio, ranked #9.

Family Capital Management first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.54M in Q4 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Family Capital Management held 191,874 shares of FT Vest Fund of Buffer ETFs worth $7.01M as of Q2 2026.
Family Capital Management sold 25,390 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $909K.
FT Vest Fund of Buffer ETFs made up 2.72% of Family Capital Management's portfolio in Q2 2026, its #9 holding.
Family Capital Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
Family Capital Management's FT Vest Fund of Buffer ETFs position peaked at $7.54M in Q4 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.