Hazlett, Burt & Watson’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Hazlett, Burt & Watson’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	$1.64M	Buy	44,900 +12,476	+38%	+$447K	0.44%	53
2026 Q1	$1.09M	Buy	32,424 +1,028	+3%	+$35.3K	0.34%	78
2025 Q4	$1.07M	Buy	31,396 +2,957	+10%	+$99.8K	0.34%	71
2025 Q3	$950K	Buy	28,439 +725	+3%	+$23.6K	0.34%	71
2025 Q2	$883K	Buy	27,714 +2,278	+9%	+$68.6K	0.36%	65
2025 Q1	$756K	Buy	25,436 +2,012	+9%	+$61.5K	0.34%	67
2024 Q4	$716K	Buy	23,424 +4,227	+22%	+$128K	0.32%	72
2024 Q3	$572K	Buy	19,197 +18,828	+5,102%	+$550K	0.26%	86
2024 Q2	$11K	Hold	369	–	–	0.01%	516
2024 Q1	$11K	Hold	369	–	–	0.01%	505
2023 Q4	$9K	Hold	369	–	–	0.01%	501
2023 Q3	$9K	Hold	369	–	–	0.01%	504
2023 Q2	$9K	Hold	369	–	–	0.01%	481
2023 Q1	$9K	Buy	+369	New	+$8.46K	0.01%	455

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

Hazlett, Burt & Watson's BUFR Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 38% in Q2 2026, buying an estimated $447K and bringing the position to 44,900 shares worth $1.64M. The position accounts for 0.44% of the portfolio, ranked #53.

Hazlett, Burt & Watson first reported a position in BUFR in Q1 2023 and has held it in 14 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Hazlett, Burt & Watson held 44,900 shares of FT Vest Fund of Buffer ETFs worth $1.64M as of Q2 2026.
Hazlett, Burt & Watson bought 12,476 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $447K.
FT Vest Fund of Buffer ETFs made up 0.44% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #53 holding.
Hazlett, Burt & Watson first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 14 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.