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

Foguth 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 Q3	$267K	Sell	7,098 -207	-3%	-$7.68K	0.03%	195
2026 Q2	$267K	Sell	7,305 -428	-6%	-$15.3K	0.03%	184
2026 Q1	$282K	Sell	7,733 -45	-0.6%	-$1.54K	0.03%	171
2025 Q4	$267K	Buy	+7,778	New	+$263K	0.04%	141
2025 Q2	$316K	Sell	9,922 -9,557	-49%	-$288K	0.07%	107
2025 Q1	$578K	Sell	19,479 -9	-0%	-$275	0.14%	70
2024 Q4	$606K	Buy	19,488 +6,576	+51%	+$199K	0.16%	73
2024 Q3	$385K	Buy	+12,912	New	+$377K	0.14%	84

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

Foguth Wealth Management's BUFR Position: Q3 2026 in Review

Foguth Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.8% in Q3 2026, selling an estimated $7.68K and leaving 7,098 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #195.

Foguth Wealth Management first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. The position peaked at $606K in Q4 2024. 400 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Foguth Wealth Management held 7,098 shares of FT Vest Fund of Buffer ETFs worth $267K as of Q3 2026.
Foguth Wealth Management sold 207 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $7.68K.
FT Vest Fund of Buffer ETFs made up 0.03% of Foguth Wealth Management's portfolio in Q3 2026, its #195 holding.
Foguth Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
Foguth Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $606K in Q4 2024.
400 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.