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

HFG 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	–	Sell	-174,174	Closed	-$5.88M	–	45
2026 Q1	$5.88M	Buy	174,174 +5,135	+3%	+$176K	3.24%	10
2025 Q4	$5.79M	Sell	169,039 -16,701	-9%	-$564K	3.19%	12
2025 Q3	$6.21M	Sell	185,740 -7,006	-4%	-$229K	3.37%	10
2025 Q2	$5.72M	Sell	192,746 -7,795	-4%	-$235K	3.49%	10
2025 Q1	$6.11M	Sell	200,541 -3,358	-2%	-$103K	3.7%	10
2024 Q4	$6.09M	Sell	203,899 -11,636	-5%	-$353K	3.95%	8
2024 Q3	$6.23M	Hold	215,535	–	–	3.97%	9
2024 Q2	$6.23M	Sell	215,535 -5,178	-2%	-$146K	3.97%	9
2024 Q1	$6.17M	Buy	220,713 +32,803	+17%	+$894K	3.63%	10
2023 Q4	$4.99M	Buy	+187,910	New	+$4.75M	1.23%	21

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

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

HFG Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 174,174 shares — an estimated $5.88M sold.

HFG Wealth Management first reported a position in BUFR in Q4 2023 and held it in 10 quarters. The position peaked at $6.23M in Q3 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

HFG Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
HFG Wealth Management sold 174,174 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $5.88M.
HFG Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 10 quarters.
HFG Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $6.23M in Q3 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.