Forge Financial Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Forge Financial Services’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	$1.78M	Buy	48,797 +7,690	+19%	+$275K	0.15%	17
2026 Q1	$1.39M	Buy	41,107 +667	+2%	+$22.9K	0.14%	17
2025 Q4	$1.39M	Buy	40,440 +15,016	+59%	+$507K	0.59%	17
2025 Q3	$851K	Sell	25,424 -3,255	-11%	-$106K	0.4%	16
2025 Q2	$917K	Buy	28,679 +21,825	+318%	+$657K	0.69%	16
2025 Q1	$203K	Hold	6,854	–	–	0.18%	21
2024 Q4	$213K	Buy	+6,854	New	+$208K	0.18%	19

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

Forge Financial Services's BUFR Position: Q2 2026 in Review

Forge Financial Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 19% in Q2 2026, buying an estimated $275K and bringing the position to 48,797 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #17.

Forge Financial Services first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Forge Financial Services held 48,797 shares of FT Vest Fund of Buffer ETFs worth $1.78M as of Q2 2026.
Forge Financial Services bought 7,690 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $275K.
FT Vest Fund of Buffer ETFs made up 0.15% of Forge Financial Services's portfolio in Q2 2026, its #17 holding.
Forge Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
532 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.