Hobart Private Capital’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Hobart Private Capital’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	$15.6M	Buy	426,520 +626	+0.1%	+$22.4K	2.67%	7
2026 Q1	$14.4M	Sell	425,894 -6,920	-2%	-$238K	2.83%	7
2025 Q4	$14.8M	Sell	432,814 -6,388	-1%	-$216K	2.89%	9
2025 Q3	$14.7M	Sell	439,202 -26,522	-6%	-$865K	3.07%	7
2025 Q2	$14.8M	Sell	465,724 -66,210	-12%	-$1.99M	3.36%	9
2025 Q1	$15.8M	Sell	531,934 -640,914	-55%	-$19.6M	3.95%	6
2024 Q4	$35.7M	Buy	1,172,848 +11,657	+1%	+$354K	8.87%	2
2024 Q3	$34.7M	Buy	1,161,191 +49,921	+4%	+$1.46M	8.88%	2
2024 Q2	$32.1M	Buy	1,111,270 +27,455	+3%	+$775K	9.15%	2
2024 Q1	$30.3M	Buy	1,083,815 +136,098	+14%	+$3.71M	9.24%	2
2023 Q4	$25.2M	Buy	+947,717	New	+$23.9M	8.33%	2

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Hobart Private Capital's BUFR Position: Q2 2026 in Review

Hobart Private Capital increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.15% in Q2 2026, buying an estimated $22.4K and bringing the position to 426,520 shares worth $15.6M. The position accounts for 2.67% of the portfolio, ranked #7.

Hobart Private Capital first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.7M in Q4 2024. 78 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Hobart Private Capital held 426,520 shares of FT Vest Fund of Buffer ETFs worth $15.6M as of Q2 2026.
Hobart Private Capital bought 626 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $22.4K.
FT Vest Fund of Buffer ETFs made up 2.67% of Hobart Private Capital's portfolio in Q2 2026, its #7 holding.
Hobart Private Capital first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Hobart Private Capital's FT Vest Fund of Buffer ETFs position peaked at $35.7M in Q4 2024.
78 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.