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

IHT Wealth Management’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 Q1	$56.3M	Sell	1,666,914 -12,749	-0.8%	-$438K	1.31%	11
2025 Q4	$57.5M	Buy	1,679,663 +145,631	+9%	+$4.92M	1.4%	11
2025 Q3	$51.3M	Buy	1,534,032 +5,642	+0.4%	+$184K	1.3%	12
2025 Q2	$48.6M	Sell	1,528,390 -111,864	-7%	-$3.37M	1.34%	11
2025 Q1	$48.7M	Buy	1,640,254 +46,603	+3%	+$1.42M	1.52%	7
2024 Q4	$48.6M	Buy	1,593,651 +66,819	+4%	+$2.03M	1.57%	9
2024 Q3	$45.6M	Buy	1,526,832 +193,702	+15%	+$5.66M	1.29%	12
2024 Q2	$38.6M	Buy	1,333,130 +100,305	+8%	+$2.83M	1.44%	11
2024 Q1	$34.5M	Buy	1,232,825 +118,663	+11%	+$3.23M	1.38%	11
2023 Q4	$29.6M	Buy	1,114,162 +835,918	+300%	+$21.1M	1.32%	11
2023 Q3	$6.81M	Buy	278,244 +204,652	+278%	+$5.14M	0.35%	56
2023 Q2	$1.84M	Buy	+73,592	New	+$1.76M	0.1%	202

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IHT Wealth Management's BUFR Position: Q1 2026 in Review

IHT Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.76% in Q1 2026, selling an estimated $438K and leaving 1,666,914 shares worth $56.3M. The position accounts for 1.31% of the portfolio, ranked #11.

IHT Wealth Management first reported a position in BUFR in Q2 2023 and has held it in 12 quarters since. The position peaked at $57.5M in Q4 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

IHT Wealth Management held 1,666,914 shares of FT Vest Fund of Buffer ETFs worth $56.3M as of Q1 2026.
IHT Wealth Management sold 12,749 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $438K.
FT Vest Fund of Buffer ETFs made up 1.31% of IHT Wealth Management's portfolio in Q1 2026, its #11 holding.
IHT Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 12 quarters since.
IHT Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $57.5M in Q4 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.