Foundations Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Foundations Investment 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	$19.1M	Buy	522,021 +25,731	+5%	+$922K	0.2%	117
2026 Q1	$16.8M	Buy	496,290 +265,755	+115%	+$9.12M	0.21%	112
2025 Q4	$7.9M	Sell	230,535 -690,944	-75%	-$23.3M	0.1%	169
2025 Q3	$30.8M	Sell	921,479 -19,823	-2%	-$647K	0.45%	59
2025 Q2	$29.9M	Buy	941,302 +23,696	+3%	+$713K	0.47%	55
2025 Q1	$27.2M	Buy	917,606 +118,620	+15%	+$3.62M	0.5%	52
2024 Q4	$24.3M	Buy	798,986 +206,590	+35%	+$6.27M	0.47%	54
2024 Q3	$17.7M	Buy	592,396 +10,532	+2%	+$308K	0.37%	63
2024 Q2	$16.8M	Buy	581,864 +254,664	+78%	+$7.19M	0.41%	61
2024 Q1	$9.15M	Sell	327,200 -491,181	-60%	-$13.4M	0.24%	80
2023 Q4	$22.1M	Buy	+818,381	New	+$20.7M	0.59%	40

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

Foundations Investment Advisors's BUFR Position: Q2 2026 in Review

Foundations Investment Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.2% in Q2 2026, buying an estimated $922K and bringing the position to 522,021 shares worth $19.1M. The position accounts for 0.2% of the portfolio, ranked #117.

Foundations Investment Advisors first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.8M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Foundations Investment Advisors held 522,021 shares of FT Vest Fund of Buffer ETFs worth $19.1M as of Q2 2026.
Foundations Investment Advisors bought 25,731 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $922K.
FT Vest Fund of Buffer ETFs made up 0.2% of Foundations Investment Advisors's portfolio in Q2 2026, its #117 holding.
Foundations Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $30.8M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.