Financial Guidance Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Financial Guidance Group’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	$4.35M	Sell	119,177 -8,139	-6%	-$292K	1.63%	19
2026 Q1	$4.3M	Buy	127,316 +934	+0.7%	+$32.1K	1.73%	19
2025 Q4	$4.33M	Buy	126,382 +21,645	+21%	+$731K	1.77%	17
2025 Q3	$3.5M	Buy	104,737 +9,910	+10%	+$323K	1.57%	24
2025 Q2	$3.02M	Buy	94,827 +5,747	+6%	+$173K	1.46%	24
2025 Q1	$2.64M	Buy	89,080 +8,860	+11%	+$271K	1.43%	24
2024 Q4	$2.44M	Buy	80,220 +8,605	+12%	+$261K	1.34%	25
2024 Q3	$2.14M	Buy	71,615 +18,335	+34%	+$536K	1.25%	23
2024 Q2	$1.54M	Buy	+53,280	New	+$1.5M	0.95%	26

Other funds holding BUFR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Financial Guidance Group's BUFR Position: Q2 2026 in Review

Financial Guidance Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.4% in Q2 2026, selling an estimated $292K and leaving 119,177 shares worth $4.35M. The position accounts for 1.63% of the portfolio, ranked #19.

Financial Guidance Group first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. 260 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Financial Guidance Group held 119,177 shares of FT Vest Fund of Buffer ETFs worth $4.35M as of Q2 2026.
Financial Guidance Group sold 8,139 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $292K.
FT Vest Fund of Buffer ETFs made up 1.63% of Financial Guidance Group's portfolio in Q2 2026, its #19 holding.
Financial Guidance Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
260 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.