Hibernia Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Hibernia Wealth Partners’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	$18M	Sell	491,874 -497,458	-50%	-$17.8M	9.73%	4
2026 Q1	$33.4M	Sell	989,332 -28,068	-3%	-$964K	9.88%	4
2025 Q4	$34.9M	Buy	1,017,400 +497,592	+96%	+$16.8M	10.5%	4
2025 Q3	$17.4M	Sell	519,808 -483,396	-48%	-$15.8M	11.13%	4
2025 Q2	$31.9M	Buy	1,003,204 +498,667	+99%	+$15M	10.3%	4
2025 Q1	$15M	Buy	504,537 +39,737	+9%	+$1.21M	10.64%	4
2024 Q4	$14.2M	Sell	464,800 -411,450	-47%	-$12.5M	9.23%	4
2024 Q3	$26.2M	Buy	876,250 +79,738	+10%	+$2.33M	7.83%	4
2024 Q2	$23M	Buy	796,512 +481,960	+153%	+$13.6M	8.02%	4
2024 Q1	$8.79M	Buy	314,552 +60,244	+24%	+$1.64M	5.96%	5
2023 Q4	$6.76M	Buy	254,308 +254,298	+2,542,980%	+$6.43M	5.06%	8
2023 Q3	$245	Buy	+10	New	+$251	﹤0.01%	338

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

Hibernia Wealth Partners's BUFR Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 50% in Q2 2026, selling an estimated $17.8M and leaving 491,874 shares worth $18M. The position accounts for 9.73% of the portfolio, ranked #4.

Hibernia Wealth Partners first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.9M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Hibernia Wealth Partners held 491,874 shares of FT Vest Fund of Buffer ETFs worth $18M as of Q2 2026.
Hibernia Wealth Partners sold 497,458 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $17.8M.
FT Vest Fund of Buffer ETFs made up 9.73% of Hibernia Wealth Partners's portfolio in Q2 2026, its #4 holding.
Hibernia Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $34.9M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.