Gladstone Institutional Advisory’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$76.7M Buy
2,099,250
+531,158
+34% +$19M 2.42% 4
2026
Q1
$53M Buy
1,568,092
+139,005
+10% +$4.77M 1.96% 5
2025
Q4
$49M Buy
1,429,087
+21,325
+2% +$720K 1.85% 9
2025
Q3
$47M Sell
1,407,762
-70,031
-5% -$2.28M 1.81% 9
2025
Q2
$47M Buy
1,477,793
+37,039
+3% +$1.11M 1.94% 8
2025
Q1
$42.8M Buy
1,440,754
+148,167
+11% +$4.53M 1.99% 8
2024
Q4
$39.4M Buy
1,292,587
+224,523
+21% +$6.81M 1.83% 8
2024
Q3
$31.9M Buy
1,068,064
+102,126
+11% +$2.98M 1.56% 9
2024
Q2
$27.9M Sell
965,938
-10,573
-1% -$298K 1.45% 10
2024
Q1
$27.3M Sell
976,511
-84,177
-8% -$2.29M 1.5% 10
2023
Q4
$28.2M Sell
1,060,688
-23,033
-2% -$582K 1.58% 9
2023
Q3
$26.5M Buy
+1,083,721
New +$27.2M 1.72% 9

Other funds holding BUFR

Gladstone Institutional Advisory's BUFR Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 34% in Q2 2026, buying an estimated $19M and bringing the position to 2,099,250 shares worth $76.7M. The position accounts for 2.42% of the portfolio, ranked #4.

Gladstone Institutional Advisory first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Gladstone Institutional Advisory held 2,099,250 shares of FT Vest Fund of Buffer ETFs worth $76.7M as of Q2 2026.
  • Gladstone Institutional Advisory bought 531,158 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $19M.
  • FT Vest Fund of Buffer ETFs made up 2.42% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #4 holding.
  • Gladstone Institutional Advisory first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.