Five Pine Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Five Pine Wealth 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	$3.83M	Sell	104,768 -4,589	-4%	-$164K	2.17%	13
2026 Q1	$3.69M	Sell	109,357 -2,822	-3%	-$96.9K	2.29%	13
2025 Q4	$3.84M	Sell	112,179 -3,742	-3%	-$126K	2.47%	13
2025 Q3	$3.87M	Buy	115,921 +428	+0.4%	+$14K	2.62%	12
2025 Q2	$3.67M	Sell	115,493 -11,124	-9%	-$335K	2.72%	12
2025 Q1	$3.76M	Buy	126,617 +3,602	+3%	+$110K	3.06%	11
2024 Q4	$3.75M	Buy	+123,015	New	+$3.73M	3.16%	10

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

Five Pine Wealth Management's BUFR Position: Q2 2026 in Review

Five Pine Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.2% in Q2 2026, selling an estimated $164K and leaving 104,768 shares worth $3.83M. The position accounts for 2.17% of the portfolio, ranked #13.

Five Pine Wealth Management first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Five Pine Wealth Management held 104,768 shares of FT Vest Fund of Buffer ETFs worth $3.83M as of Q2 2026.
Five Pine Wealth Management sold 4,589 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $164K.
FT Vest Fund of Buffer ETFs made up 2.17% of Five Pine Wealth Management's portfolio in Q2 2026, its #13 holding.
Five Pine Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Five Pine Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $3.87M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.