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 Q3	$24.2M	Buy	641,174 +30,798	+5%	+$1.14M	10.86%	1
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%	+$2.74K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Holos Integrated Wealth's BUFR Position: Q3 2026 in Review

Holos Integrated Wealth increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5% in Q3 2026, buying an estimated $1.14M and bringing the position to 641,174 shares worth $24.2M. The position accounts for 10.86% of the portfolio, ranked #1.

Holos Integrated Wealth first reported a position in BUFR in Q4 2024 and has held it in 8 quarters since. 182 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Holos Integrated Wealth held 641,174 shares of FT Vest Fund of Buffer ETFs worth $24.2M as of Q3 2026.
Holos Integrated Wealth bought 30,798 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $1.14M.
FT Vest Fund of Buffer ETFs made up 10.86% of Holos Integrated Wealth's portfolio in Q3 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 8 quarters since.
182 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.