Heritage Wealth Architects’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Heritage Wealth Architects’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	$2.75M	Sell	75,123 -1,096	-1%	-$39.3K	1.1%	15
2026 Q1	$2.72M	Sell	76,219 -5,496	-7%	-$189K	1.14%	13
2025 Q4	$2.82M	Sell	81,715 -38,739	-32%	-$1.31M	1.32%	12
2025 Q3	$4.03M	Buy	120,454 +3,949	+3%	+$129K	2.48%	10
2025 Q2	$3.7M	Buy	+116,505	New	+$3.51M	2.73%	10

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

Heritage Wealth Architects's BUFR Position: Q2 2026 in Review

Heritage Wealth Architects reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.4% in Q2 2026, selling an estimated $39.3K and leaving 75,123 shares worth $2.75M. The position accounts for 1.1% of the portfolio, ranked #15.

Heritage Wealth Architects first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Heritage Wealth Architects held 75,123 shares of FT Vest Fund of Buffer ETFs worth $2.75M as of Q2 2026.
Heritage Wealth Architects sold 1,096 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $39.3K.
FT Vest Fund of Buffer ETFs made up 1.1% of Heritage Wealth Architects's portfolio in Q2 2026, its #15 holding.
Heritage Wealth Architects first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
Heritage Wealth Architects's FT Vest Fund of Buffer ETFs position peaked at $4.03M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.