Holos Integrated Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Holos Integrated Wealth’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	$22.3M	Buy	610,376 +25,121	+4%	+$900K	10.43%	1
2026 Q1	$19.9M	Sell	585,255 -5,065	-0.9%	-$174K	10.09%	1
2025 Q4	$20.2M	Buy	590,320 +81	+0%	+$2.73K	11.3%	1
2025 Q3	$19.5M	Buy	590,239 +8,531	+1%	+$278K	11.48%	1
2025 Q2	$18.9M	Buy	581,708 +5,689	+1%	+$171K	11.37%	1
2025 Q1	$17.1M	Buy	576,019 +13,645	+2%	+$417K	11.21%	1
2024 Q4	$17.1M	Buy	+562,374	New	+$17.1M	11.71%	1

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

Holos Integrated Wealth's BUFR Position: Q2 2026 in Review

Holos Integrated Wealth increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.3% in Q2 2026, buying an estimated $900K and bringing the position to 610,376 shares worth $22.3M. The position accounts for 10.43% of the portfolio, ranked #1.

Holos Integrated Wealth first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Holos Integrated Wealth held 610,376 shares of FT Vest Fund of Buffer ETFs worth $22.3M as of Q2 2026.
Holos Integrated Wealth bought 25,121 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $900K.
FT Vest Fund of Buffer ETFs made up 10.43% of Holos Integrated Wealth's portfolio in Q2 2026, its #1 holding.
Holos Integrated Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.