HB Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

HB Wealth Management’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	$772K	Hold	21,125	–	–	﹤0.01%	868
2026 Q1	$713K	Hold	21,125	–	–	﹤0.01%	815
2025 Q4	$724K	Hold	21,125	–	–	﹤0.01%	739
2025 Q3	$706K	Buy	21,125 +172	+0.8%	+$5.61K	﹤0.01%	713
2025 Q2	$666K	Buy	+20,953	New	+$631K	0.01%	651

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 22.9% 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

HB Wealth Management's BUFR Position: Q2 2026 in Review

HB Wealth Management held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 21,125 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

HB Wealth Management first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

HB Wealth Management held 21,125 shares of FT Vest Fund of Buffer ETFs worth $772K as of Q2 2026.
HB Wealth Management left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #868 holding.
HB Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.