Great Valley Advisor Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Great Valley Advisor 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	$15.6M	Sell	426,004 -87,567	-17%	-$3.14M	0.25%	97
2026 Q1	$17.3M	Buy	513,571 +33,535	+7%	+$1.15M	0.32%	83
2025 Q4	$16.4M	Buy	480,036 +118,498	+33%	+$4M	0.32%	80
2025 Q3	$12.1M	Buy	361,538 +9,420	+3%	+$307K	0.24%	93
2025 Q2	$11.2M	Sell	352,118 -289,201	-45%	-$8.7M	0.25%	95
2025 Q1	$19M	Buy	641,319 +109,403	+21%	+$3.34M	0.41%	63
2024 Q4	$16.2M	Sell	531,916 -100,013	-16%	-$3.03M	0.36%	67
2024 Q3	$18.9M	Buy	631,929 +76,750	+14%	+$2.24M	0.46%	56
2024 Q2	$16.1M	Buy	555,179 +6,532	+1%	+$184K	0.45%	57
2024 Q1	$15.3M	Buy	548,647 +261,399	+91%	+$7.12M	0.47%	58
2023 Q4	$7.63M	Buy	+287,248	New	+$7.26M	0.27%	95

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

Great Valley Advisor Group's BUFR Position: Q2 2026 in Review

Great Valley Advisor Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q2 2026, selling an estimated $3.14M and leaving 426,004 shares worth $15.6M. The position accounts for 0.25% of the portfolio, ranked #97.

Great Valley Advisor Group first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $19M in Q1 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Great Valley Advisor Group held 426,004 shares of FT Vest Fund of Buffer ETFs worth $15.6M as of Q2 2026.
Great Valley Advisor Group sold 87,567 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $3.14M.
FT Vest Fund of Buffer ETFs made up 0.25% of Great Valley Advisor Group's portfolio in Q2 2026, its #97 holding.
Great Valley Advisor Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Great Valley Advisor Group's FT Vest Fund of Buffer ETFs position peaked at $19M in Q1 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.