Iams Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.97M Buy
218,155
+17,055
+8% +$611K 2.4% 4
2026
Q1
$6.79M Buy
201,100
+39,584
+25% +$1.36M 2.37% 4
2025
Q4
$5.53M Buy
161,516
+24,993
+18% +$844K 2% 6
2025
Q3
$4.56M Buy
136,523
+11,333
+9% +$370K 1.83% 7
2025
Q2
$3.98M Sell
125,190
-46,686
-27% -$1.4M 1.83% 6
2025
Q1
$5.1M Buy
171,876
+16,922
+11% +$517K 2.34% 4
2024
Q4
$4.72M Buy
154,954
+14,933
+11% +$453K 2.16% 6
2024
Q3
$4.19M Buy
140,021
+50,862
+57% +$1.49M 2.05% 9
2024
Q2
$2.58M Buy
89,159
+30,542
+52% +$862K 1.41% 14
2024
Q1
$1.61M Sell
58,617
-54,047
-48% -$1.47M 0.99% 32
2023
Q4
$2.99M Sell
112,664
-27,629
-20% -$698K 1.94% 13
2023
Q3
$3.44M Buy
+140,293
New +$3.53M 2.38% 7
2023
Q2
Sell
-44,713
Closed -$1.07M 139
2023
Q1
$1.04M Buy
44,713
+6,450
+17% +$148K 0.86% 35
2022
Q4
$850K Buy
+38,263
New +$843K 0.86% 39

Other funds holding BUFR

Iams Wealth Management's BUFR Position: Q2 2026 in Review

Iams Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.5% in Q2 2026, buying an estimated $611K and bringing the position to 218,155 shares worth $7.97M. The position accounts for 2.4% of the portfolio, ranked #4.

Iams Wealth Management first reported a position in BUFR in Q4 2022 and has held it in 14 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Iams Wealth Management held 218,155 shares of FT Vest Fund of Buffer ETFs worth $7.97M as of Q2 2026.
  • Iams Wealth Management bought 17,055 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $611K.
  • FT Vest Fund of Buffer ETFs made up 2.4% of Iams Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Iams Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 14 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.