Guardian Wealth Advisors (North Carolina)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$54.2M	Buy	1,484,319 +23,243	+2%	+$833K	3.04%	7
2026 Q1	$49.3M	Sell	1,461,076 -6,585	-0.4%	-$226K	3.11%	7
2025 Q4	$50.3M	Sell	1,467,661 -7,948	-0.5%	-$268K	3.12%	7
2025 Q3	$49.3M	Sell	1,475,609 -138,796	-9%	-$4.53M	3.2%	7
2025 Q2	$51.3M	Buy	1,614,405 +64,570	+4%	+$1.94M	3.61%	7
2025 Q1	$46M	Buy	1,549,835 +61,397	+4%	+$1.88M	3.68%	6
2024 Q4	$45.4M	Buy	1,488,438 +271,232	+22%	+$8.23M	3.57%	6
2024 Q3	$36.4M	Buy	1,217,206 +67,260	+6%	+$1.97M	3.86%	6
2024 Q2	$33.3M	Buy	1,149,946 +432,831	+60%	+$12.2M	3.89%	6
2024 Q1	$20.1M	Buy	717,115 +690,155	+2,560%	+$18.8M	2.45%	10
2023 Q4	$716K	Buy	+26,960	New	+$681K	0.11%	107

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

Guardian Wealth Advisors (North Carolina)'s BUFR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.6% in Q2 2026, buying an estimated $833K and bringing the position to 1,484,319 shares worth $54.2M. The position accounts for 3.04% of the portfolio, ranked #7.

Guardian Wealth Advisors (North Carolina) first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 1,484,319 shares of FT Vest Fund of Buffer ETFs worth $54.2M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 23,243 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $833K.
FT Vest Fund of Buffer ETFs made up 3.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #7 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.