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

FOCUS Wealth 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 Q2	$6.29M	Buy	172,105 +873	+0.5%	+$31.3K	2.91%	11
2026 Q1	$5.78M	Sell	171,232 -8,724	-5%	-$300K	2.83%	13
2025 Q4	$6.17M	Buy	179,956 +1,546	+0.9%	+$52.2K	2.87%	11
2025 Q3	$5.96M	Buy	178,410 +1,973	+1%	+$64.4K	2.87%	11
2025 Q2	$5.61M	Buy	176,437 +1,071	+0.6%	+$32.2K	2.92%	10
2025 Q1	$5.21M	Sell	175,366 -2,199	-1%	-$67.2K	2.88%	11
2024 Q4	$5.41M	Buy	177,565 +6,527	+4%	+$198K	2.87%	10
2024 Q3	$5.11M	Sell	171,038 -1,389	-0.8%	-$40.6K	2.55%	12
2024 Q2	$4.99M	Buy	172,427 +7,970	+5%	+$225K	2.56%	9
2024 Q1	$4.6M	Buy	164,457 +26,927	+20%	+$734K	2.46%	12
2023 Q4	$3.65M	Buy	137,530 +17,181	+14%	+$434K	2.31%	13
2023 Q3	$2.95M	Buy	+120,349	New	+$3.02M	2.04%	12

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

FOCUS Wealth Advisors's BUFR Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.51% in Q2 2026, buying an estimated $31.3K and bringing the position to 172,105 shares worth $6.29M. The position accounts for 2.91% of the portfolio, ranked #11.

FOCUS Wealth Advisors first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

FOCUS Wealth Advisors held 172,105 shares of FT Vest Fund of Buffer ETFs worth $6.29M as of Q2 2026.
FOCUS Wealth Advisors bought 873 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $31.3K.
FT Vest Fund of Buffer ETFs made up 2.91% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #11 holding.
FOCUS Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.