Frederick Financial Consultants’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Frederick Financial Consultants’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 Q1	$10.1M	Buy	300,188 +3,692	+1%	+$127K	5.04%	7
2025 Q4	$10.2M	Buy	296,496 +4,438	+2%	+$150K	5.56%	5
2025 Q3	$9.76M	Buy	292,058 +10,023	+4%	+$327K	5.47%	5
2025 Q2	$8.97M	Buy	282,035 +6,905	+3%	+$208K	5.57%	5
2025 Q1	$8.17M	Buy	275,130 +4,899	+2%	+$150K	5.89%	5
2024 Q4	$8.23M	Buy	+270,231	New	+$8.2M	6.58%	4

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Frederick Financial Consultants's BUFR Position: Q1 2026 in Review

Frederick Financial Consultants increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.2% in Q1 2026, buying an estimated $127K and bringing the position to 300,188 shares worth $10.1M. The position accounts for 5.04% of the portfolio, ranked #7.

Frederick Financial Consultants first reported a position in BUFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Frederick Financial Consultants held 300,188 shares of FT Vest Fund of Buffer ETFs worth $10.1M as of Q1 2026.
Frederick Financial Consultants bought 3,692 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $127K.
FT Vest Fund of Buffer ETFs made up 5.04% of Frederick Financial Consultants's portfolio in Q1 2026, its #7 holding.
Frederick Financial Consultants first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's FT Vest Fund of Buffer ETFs position peaked at $10.2M in Q4 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.