Golden State Equity Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Golden State Equity Partners’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	–	Sell	-42,923	Closed	-$1.45M	–	533
2026 Q1	$1.45M	Buy	42,923 +22,990	+115%	+$789K	0.11%	206
2025 Q4	$683K	Sell	19,933 -26,080	-57%	-$881K	0.11%	208
2025 Q3	$1.54M	Buy	+46,013	New	+$1.5M	0.26%	88
2025 Q2	–	Sell	-8,174	Closed	-$243K	–	437
2025 Q1	$243K	Sell	8,174 -4,096	-33%	-$125K	0.05%	374
2024 Q4	$374K	Buy	+12,270	New	+$372K	0.07%	291
2024 Q3	–	Sell	-10,738	Closed	-$311K	–	824
2024 Q2	$311K	Buy	+10,738	New	+$303K	0.06%	310
2023 Q4	$204K	Buy	+7,690	New	+$194K	0.05%	343

Other funds holding BUFR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Golden State Equity Partners's BUFR Position: Q2 2026 in Review

Golden State Equity Partners sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 42,923 shares — an estimated $1.45M sold.

Golden State Equity Partners first reported a position in BUFR in Q4 2023 and held it in 7 quarters. The position peaked at $1.54M in Q3 2025. 299 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Golden State Equity Partners reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 42,923 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.45M.
Golden State Equity Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 7 quarters.
Golden State Equity Partners's FT Vest Fund of Buffer ETFs position peaked at $1.54M in Q3 2025.
299 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.