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

GoalVest Advisory’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 Q3	$83.7K	Sell	2,234 -153	-6%	-$5.68K	0.01%	179
2026 Q2	$87.2K	Buy	2,387 +241	+11%	+$8.63K	0.02%	167
2026 Q1	$72.5K	Buy	2,146 +479	+29%	+$16.4K	0.01%	194
2025 Q4	$57.1K	Buy	+1,667	New	+$56.3K	0.01%	229
2025 Q2	–	Sell	-141	Closed	-$4.19K	–	378
2025 Q1	$4.19K	Hold	141	–	–	﹤0.01%	293
2024 Q4	$4.3K	Hold	141	–	–	﹤0.01%	313
2024 Q3	$4.21K	Buy	+141	New	+$4.12K	﹤0.01%	345

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

GoalVest Advisory's BUFR Position: Q3 2026 in Review

GoalVest Advisory reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.4% in Q3 2026, selling an estimated $5.68K and leaving 2,234 shares worth $83.7K. The position accounts for 0.01% of the portfolio, ranked #179.

GoalVest Advisory first reported a position in BUFR in Q3 2024 and has held it in 7 quarters since. The position peaked at $87.2K in Q2 2026. 59 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

GoalVest Advisory held 2,234 shares of FT Vest Fund of Buffer ETFs worth $83.7K as of Q3 2026.
GoalVest Advisory sold 153 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $5.68K.
FT Vest Fund of Buffer ETFs made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #179 holding.
GoalVest Advisory first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 7 quarters since.
GoalVest Advisory's FT Vest Fund of Buffer ETFs position peaked at $87.2K in Q2 2026.
59 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.