GoalVest 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
$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

GoalVest Advisory's BUFR Position: Q2 2026 in Review

GoalVest Advisory increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q2 2026, buying an estimated $8.63K and bringing the position to 2,387 shares worth $87.2K. The position accounts for 0.02% of the portfolio, ranked #167.

GoalVest Advisory first reported a position in BUFR in Q3 2024 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • GoalVest Advisory held 2,387 shares of FT Vest Fund of Buffer ETFs worth $87.2K as of Q2 2026.
  • GoalVest Advisory bought 241 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $8.63K.
  • FT Vest Fund of Buffer ETFs made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #167 holding.
  • GoalVest Advisory first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 6 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.