Gerber Kawasaki Wealth & Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$7.49M	Buy	205,040 +19,615	+11%	+$703K	0.2%	72
2026 Q1	$6.26M	Buy	+185,425	New	+$6.37M	0.2%	73

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BUFR Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q2 2026, buying an estimated $703K and bringing the position to 205,040 shares worth $7.49M. The position accounts for 0.2% of the portfolio, ranked #72.

Gerber Kawasaki Wealth & Investment Management first reported a position in BUFR in Q1 2026 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 205,040 shares of FT Vest Fund of Buffer ETFs worth $7.49M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 19,615 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $703K.
FT Vest Fund of Buffer ETFs made up 0.2% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #72 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 2 quarters since.
347 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.