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 Q2	$51.6M	Sell	1,411,271 -255,643	-15%	-$9.16M	1.1%	12
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 $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

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

IHT Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 15% in Q2 2026, selling an estimated $9.16M and leaving 1,411,271 shares worth $51.6M. The position accounts for 1.1% of the portfolio, ranked #12.

IHT Wealth Management first reported a position in BUFR in Q2 2023 and has held it in 13 quarters since. The position peaked at $57.5M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

IHT Wealth Management held 1,411,271 shares of FT Vest Fund of Buffer ETFs worth $51.6M as of Q2 2026.
IHT Wealth Management sold 255,643 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $9.16M.
FT Vest Fund of Buffer ETFs made up 1.1% of IHT Wealth Management's portfolio in Q2 2026, its #12 holding.
IHT Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 13 quarters since.
IHT Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $57.5M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.