Hilton Head Capital Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Hilton Head Capital 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	$4.26M	Sell	116,566 -23,861	-17%	-$855K	2.15%	5
2026 Q1	$4.74M	Buy	140,427 +6,660	+5%	+$229K	2.67%	3
2025 Q4	$4.58M	Buy	+133,767	New	+$4.52M	2.68%	3

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

Hilton Head Capital Partners's BUFR Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q2 2026, selling an estimated $855K and leaving 116,566 shares worth $4.26M. The position accounts for 2.15% of the portfolio, ranked #5.

Hilton Head Capital Partners first reported a position in BUFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.74M in Q1 2026. 533 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Hilton Head Capital Partners held 116,566 shares of FT Vest Fund of Buffer ETFs worth $4.26M as of Q2 2026.
Hilton Head Capital Partners sold 23,861 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $855K.
FT Vest Fund of Buffer ETFs made up 2.15% of Hilton Head Capital Partners's portfolio in Q2 2026, its #5 holding.
Hilton Head Capital Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
Hilton Head Capital Partners's FT Vest Fund of Buffer ETFs position peaked at $4.74M in Q1 2026.
533 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.