Holistic Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Holistic Planning’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	$2.23M	Buy	60,945 +28,689	+89%	+$1.03M	0.35%	64
2026 Q1	$1.09M	Buy	32,256 +11,005	+52%	+$378K	0.22%	95
2025 Q4	$728K	Sell	21,251 -125	-0.6%	-$4.22K	0.16%	125
2025 Q3	$714K	Sell	21,376 -389	-2%	-$12.7K	0.19%	95
2025 Q2	$692K	Buy	21,765 +4,834	+29%	+$145K	0.2%	88
2025 Q1	$503K	Buy	16,931 +596	+4%	+$18.2K	0.17%	103
2024 Q4	$498K	Buy	16,335 +5,989	+58%	+$182K	0.18%	98
2024 Q3	$309K	Buy	+10,346	New	+$302K	0.13%	112

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

Holistic Planning's BUFR Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 89% in Q2 2026, buying an estimated $1.03M and bringing the position to 60,945 shares worth $2.23M. The position accounts for 0.35% of the portfolio, ranked #64.

Holistic Planning first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Holistic Planning held 60,945 shares of FT Vest Fund of Buffer ETFs worth $2.23M as of Q2 2026.
Holistic Planning bought 28,689 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.03M.
FT Vest Fund of Buffer ETFs made up 0.35% of Holistic Planning's portfolio in Q2 2026, its #64 holding.
Holistic Planning first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.