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

GDS 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 		$262K Sell
7,174
-1,001
-12% -$35.9K 0.01% 204
2026
Q1 		$276K Buy
+8,175
New +$281K 0.02% 172

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GDS Wealth Management's BUFR Position: Q2 2026 in Review

GDS Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 12% in Q2 2026, selling an estimated $35.9K and leaving 7,174 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #204.

GDS Wealth Management first reported a position in BUFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • GDS Wealth Management held 7,174 shares of FT Vest Fund of Buffer ETFs worth $262K as of Q2 2026.
  • GDS Wealth Management sold 1,001 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $35.9K.
  • FT Vest Fund of Buffer ETFs made up 0.01% of GDS Wealth Management's portfolio in Q2 2026, its #204 holding.
  • GDS Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 2 quarters since.
  • GDS Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $276K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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