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 Q3	$2.52M	Sell	67,000 -8,123	-11%	-$301K	1.03%	14
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

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Heritage Wealth Architects's BUFR Position: Q3 2026 in Review

Heritage Wealth Architects reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 11% in Q3 2026, selling an estimated $301K and leaving 67,000 shares worth $2.52M. The position accounts for 1.03% of the portfolio, ranked #14.

Heritage Wealth Architects first reported a position in BUFR in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.03M in Q3 2025. 26 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Heritage Wealth Architects held 67,000 shares of FT Vest Fund of Buffer ETFs worth $2.52M as of Q3 2026.
Heritage Wealth Architects sold 8,123 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $301K.
FT Vest Fund of Buffer ETFs made up 1.03% of Heritage Wealth Architects's portfolio in Q3 2026, its #14 holding.
Heritage Wealth Architects first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 6 quarters since.
Heritage Wealth Architects's FT Vest Fund of Buffer ETFs position peaked at $4.03M in Q3 2025.
26 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.