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

Fermata 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
Q3 		$432K Sell
11,528
-1,173
-9% -$43.5K 0.08% 172
2026
Q2 		$464K Buy
12,701
+1,173
+10% +$42K 0.09% 158
2026
Q1 		$389K Buy
11,528
+49
+0.4% +$1.68K 0.09% 161
2025
Q4 		$393K Sell
11,479
-4,534
-28% -$153K 0.09% 152
2025
Q3 		$535K Sell
16,013
-11,344
-41% -$370K 0.14% 123
2025
Q2 		$870K Sell
27,357
-2,060
-7% -$62K 0.23% 98
2025
Q1 		$873K Buy
+29,417
New +$899K 0.16% 110

Other funds holding BUFR

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fermata Advisors's BUFR Position: Q3 2026 in Review

Fermata Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 9.2% in Q3 2026, selling an estimated $43.5K and leaving 11,528 shares worth $432K. The position accounts for 0.08% of the portfolio, ranked #172.

Fermata Advisors first reported a position in BUFR in Q1 2025 and has held it in 7 quarters since. The position peaked at $873K in Q1 2025. 28 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Fermata Advisors held 11,528 shares of FT Vest Fund of Buffer ETFs worth $432K as of Q3 2026.
  • Fermata Advisors sold 1,173 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $43.5K.
  • FT Vest Fund of Buffer ETFs made up 0.08% of Fermata Advisors's portfolio in Q3 2026, its #172 holding.
  • Fermata Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 7 quarters since.
  • Fermata Advisors's FT Vest Fund of Buffer ETFs position peaked at $873K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.