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

Golden State 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 Q2	$9.23M	Sell	252,708 -3,813	-1%	-$137K	0.84%	20
2026 Q1	$8.66M	Sell	256,521 -6,184	-2%	-$212K	0.95%	20
2025 Q4	$9M	Sell	262,705 -1,115	-0.4%	-$37.6K	0.95%	22
2025 Q3	$8.82M	Buy	263,820 +27,109	+11%	+$884K	0.97%	22
2025 Q2	$7.53M	Buy	236,711 +16,504	+7%	+$497K	0.92%	22
2025 Q1	$6.54M	Buy	220,207 +37,233	+20%	+$1.14M	0.97%	21
2024 Q4	$5.58M	Buy	+182,974	New	+$5.55M	0.84%	23

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Golden State Wealth Management's BUFR Position: Q2 2026 in Review

Golden State Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.5% in Q2 2026, selling an estimated $137K and leaving 252,708 shares worth $9.23M. The position accounts for 0.84% of the portfolio, ranked #20.

Golden State Wealth Management first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Golden State Wealth Management held 252,708 shares of FT Vest Fund of Buffer ETFs worth $9.23M as of Q2 2026.
Golden State Wealth Management sold 3,813 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $137K.
FT Vest Fund of Buffer ETFs made up 0.84% of Golden State Wealth Management's portfolio in Q2 2026, its #20 holding.
Golden State Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.