Gateway Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Gateway Wealth Partners’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	$8.7M	Sell	238,294 -199,232	-46%	-$7.14M	0.52%	40
2026 Q1	$14.8M	Buy	437,526 +218,742	+100%	+$7.51M	0.58%	38
2025 Q4	$7.5M	Buy	218,784 +23,543	+12%	+$795K	0.83%	32
2025 Q3	$6.52M	Buy	195,241 +11,540	+6%	+$376K	0.88%	30
2025 Q2	$5.84M	Buy	183,701 +51	+0%	+$1.53K	1.11%	21
2025 Q1	$5.45M	Buy	183,650 +95,085	+107%	+$2.91M	1.23%	16
2024 Q4	$2.7M	Sell	88,565 -383	-0.4%	-$11.6K	0.7%	41
2024 Q3	$2.66M	Buy	88,948 +3,847	+5%	+$112K	0.73%	39
2024 Q2	$2.46M	Buy	85,101 +77,450	+1,012%	+$2.19M	0.74%	35
2024 Q1	$214K	Sell	7,651 -500	-6%	-$13.6K	0.08%	220
2023 Q4	$217K	Buy	+8,151	New	+$206K	0.09%	208

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

Gateway Wealth Partners's BUFR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 46% in Q2 2026, selling an estimated $7.14M and leaving 238,294 shares worth $8.7M. The position accounts for 0.52% of the portfolio, ranked #40.

Gateway Wealth Partners first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q1 2026. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Gateway Wealth Partners held 238,294 shares of FT Vest Fund of Buffer ETFs worth $8.7M as of Q2 2026.
Gateway Wealth Partners sold 199,232 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $7.14M.
FT Vest Fund of Buffer ETFs made up 0.52% of Gateway Wealth Partners's portfolio in Q2 2026, its #40 holding.
Gateway Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $14.8M in Q1 2026.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.