HCR Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$541K Buy
14,807
+2,108
+17% +$75.5K 0.05% 153
2026
Q1
$429K Buy
12,699
+952
+8% +$32.7K 0.04% 163
2025
Q4
$402K Buy
11,747
+4,280
+57% +$145K 0.04% 175
2025
Q3
$250K Buy
7,467
+1,126
+18% +$36.7K 0.03% 207
2025
Q2
$202K Buy
+6,341
New +$191K 0.02% 228

Other funds holding BUFR

HCR Wealth Advisors's BUFR Position: Q2 2026 in Review

HCR Wealth Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q2 2026, buying an estimated $75.5K and bringing the position to 14,807 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #153.

HCR Wealth Advisors first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • HCR Wealth Advisors held 14,807 shares of FT Vest Fund of Buffer ETFs worth $541K as of Q2 2026.
  • HCR Wealth Advisors bought 2,108 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $75.5K.
  • FT Vest Fund of Buffer ETFs made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • HCR Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.