Goldstone Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Goldstone Financial Group’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	$27.8M	Sell	760,367 -268,877	-26%	-$9.63M	2.54%	6
2026 Q1	$34.8M	Sell	1,029,244 -39,597	-4%	-$1.36M	3.77%	5
2025 Q4	$36.6M	Buy	1,068,841 +23,429	+2%	+$791K	4.08%	3
2025 Q3	$34.9M	Buy	1,045,412 +31,813	+3%	+$1.04M	4.13%	3
2025 Q2	$32.5M	Sell	1,013,599 -27,823	-3%	-$837K	4.29%	3
2025 Q1	$30.9M	Buy	1,041,422 +64,762	+7%	+$1.98M	4.68%	2
2024 Q4	$29.8M	Buy	976,660 +85,854	+10%	+$2.6M	4.66%	2
2024 Q3	$26.6M	Buy	890,806 +93,177	+12%	+$2.72M	4.63%	3
2024 Q2	$23.1M	Buy	797,629 +184,356	+30%	+$5.2M	4.63%	3
2024 Q1	$17.1M	Buy	613,273 +38,644	+7%	+$1.05M	3.93%	4
2023 Q4	$15.3M	Buy	574,629 +185,847	+48%	+$4.7M	3.94%	4
2023 Q3	$9.52M	Buy	388,782 +5,146	+1%	+$129K	2.82%	10
2023 Q2	$9.61M	Buy	+383,636	New	+$9.18M	2.83%	9

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

Goldstone Financial Group's BUFR Position: Q2 2026 in Review

Goldstone Financial Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 26% in Q2 2026, selling an estimated $9.63M and leaving 760,367 shares worth $27.8M. The position accounts for 2.54% of the portfolio, ranked #6.

Goldstone Financial Group first reported a position in BUFR in Q2 2023 and has held it in 13 quarters since. The position peaked at $36.6M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Goldstone Financial Group held 760,367 shares of FT Vest Fund of Buffer ETFs worth $27.8M as of Q2 2026.
Goldstone Financial Group sold 268,877 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $9.63M.
FT Vest Fund of Buffer ETFs made up 2.54% of Goldstone Financial Group's portfolio in Q2 2026, its #6 holding.
Goldstone Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 13 quarters since.
Goldstone Financial Group's FT Vest Fund of Buffer ETFs position peaked at $36.6M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.