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

Gibbs 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 Q1	$215K	Buy	+6,376	New	+$219K	0.03%	416
2025 Q3	–	Sell	-7,509	Closed	-$239K	–	333
2025 Q2	$239K	Buy	+7,509	New	+$226K	0.05%	326

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gibbs Wealth Management's BUFR Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026: 6,376 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #416 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in BUFR as recently as Q2 2025.

Gibbs Wealth Management first reported a position in BUFR in Q2 2025 and has held it in 2 quarters since. The position peaked at $239K in Q2 2025. 508 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Gibbs Wealth Management held 6,376 shares of FT Vest Fund of Buffer ETFs worth $215K as of Q1 2026.
FT Vest Fund of Buffer ETFs was a new Gibbs Wealth Management position in Q1 2026.
FT Vest Fund of Buffer ETFs made up 0.03% of Gibbs Wealth Management's portfolio in Q1 2026, its #416 holding.
Gibbs Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 2 quarters since.
Gibbs Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $239K in Q2 2025.
508 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.