Gradient Capital Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Gradient Capital Advisors’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	$325K	Buy	8,684 +2,302	+36%	+$85.4K	0.08%	137
2026 Q2	$233K	Hold	6,382	–	–	0.05%	164
2026 Q1	$216K	Hold	6,382	–	–	0.06%	166
2025 Q4	$219K	Buy	+6,382	New	+$215K	0.06%	167

Other funds holding BUFR

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

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

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

Gradient Capital Advisors's BUFR Position: Q3 2026 in Review

Gradient Capital Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 36% in Q3 2026, buying an estimated $85.4K and bringing the position to 8,684 shares worth $325K. The position accounts for 0.08% of the portfolio, ranked #137.

Gradient Capital Advisors first reported a position in BUFR in Q4 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Gradient Capital Advisors held 8,684 shares of FT Vest Fund of Buffer ETFs worth $325K as of Q3 2026.
Gradient Capital Advisors bought 2,302 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $85.4K.
FT Vest Fund of Buffer ETFs made up 0.08% of Gradient Capital Advisors's portfolio in Q3 2026, its #137 holding.
Gradient Capital Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 4 quarters since.
182 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.