Gallagher Fiduciary Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Gallagher Fiduciary 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	$5.38M	Sell	147,346 -2,165	-1%	-$77.5K	0.18%	44
2026 Q1	$5.05M	Buy	149,511 +3,096	+2%	+$106K	0.2%	27
2025 Q4	$5.02M	Sell	146,415 -31,201	-18%	-$1.05M	0.16%	39
2025 Q3	$5.94M	Sell	177,616 -1,191	-0.7%	-$38.8K	0.22%	30
2025 Q2	$5.69M	Sell	178,807 -44,445	-20%	-$1.34M	0.22%	27
2025 Q1	$6.63M	Buy	223,252 +5,385	+2%	+$165K	0.22%	33
2024 Q4	$6.64M	Buy	217,867 +9,018	+4%	+$273K	1.3%	19
2024 Q3	$6.24M	Buy	208,849 +199,745	+2,194%	+$5.84M	1.26%	20
2024 Q2	$263K	Buy	+9,104	New	+$257K	0.06%	179

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

Gallagher Fiduciary Advisors's BUFR Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.4% in Q2 2026, selling an estimated $77.5K and leaving 147,346 shares worth $5.38M. The position accounts for 0.18% of the portfolio, ranked #44.

Gallagher Fiduciary Advisors first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.64M in Q4 2024. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Gallagher Fiduciary Advisors held 147,346 shares of FT Vest Fund of Buffer ETFs worth $5.38M as of Q2 2026.
Gallagher Fiduciary Advisors sold 2,165 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $77.5K.
FT Vest Fund of Buffer ETFs made up 0.18% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #44 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
Gallagher Fiduciary Advisors's FT Vest Fund of Buffer ETFs position peaked at $6.64M in Q4 2024.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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