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

FSB Premier 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 Q2	$969K	Buy	26,529 +1,085	+4%	+$38.9K	0.27%	98
2026 Q1	$859K	Buy	25,444 +4,291	+20%	+$147K	0.27%	91
2025 Q4	$725K	Sell	21,153 -385	-2%	-$13K	0.23%	105
2025 Q3	$720K	Sell	21,538 -6,296	-23%	-$205K	0.24%	103
2025 Q2	$885K	Buy	27,834 +446	+2%	+$13.4K	0.32%	83
2025 Q1	$813K	Buy	27,388 +13,491	+97%	+$412K	0.32%	91
2024 Q4	$423K	Buy	13,897 +6,916	+99%	+$210K	0.17%	135
2024 Q3	$209K	Buy	+6,981	New	+$204K	0.09%	193
2023 Q4	–	Sell	-8,745	Closed	-$214K	–	176
2023 Q3	$214K	Buy	+8,745	New	+$220K	0.12%	148
2022 Q1	–	Sell	-1,120	Closed	-$26K	–	183
2021 Q4	$26K	Buy	+1,120	New	+$26.5K	0.01%	314

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

FSB Premier Wealth Management's BUFR Position: Q2 2026 in Review

FSB Premier Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.3% in Q2 2026, buying an estimated $38.9K and bringing the position to 26,529 shares worth $969K. The position accounts for 0.27% of the portfolio, ranked #98.

FSB Premier Wealth Management first reported a position in BUFR in Q4 2021 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

FSB Premier Wealth Management held 26,529 shares of FT Vest Fund of Buffer ETFs worth $969K as of Q2 2026.
FSB Premier Wealth Management bought 1,085 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $38.9K.
FT Vest Fund of Buffer ETFs made up 0.27% of FSB Premier Wealth Management's portfolio in Q2 2026, its #98 holding.
FSB Premier Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 10 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.