Independent Advisor Alliance’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Independent Advisor Alliance’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	–	Sell	-1,282,008	Closed	-$43.3M	–	1109
2026 Q1	$43.3M	Buy	1,282,008 +1,275,424	+19,372%	+$43.8M	0.46%	42
2025 Q4	$226K	Hold	6,584	–	–	0.01%	899
2025 Q3	$220K	Hold	6,584	–	–	0.01%	860
2025 Q2	$209K	Sell	6,584 -2,579	-28%	-$77.6K	0.01%	833
2025 Q1	$272K	Sell	9,163 -1,509,062	-99%	-$46.1M	0.01%	680
2024 Q4	$46.3M	Buy	1,518,225 +1,507,888	+14,587%	+$45.7M	0.61%	28
2024 Q3	$309K	Buy	10,337 +2,475	+31%	+$72.3K	0.01%	559
2024 Q2	$227K	Sell	7,862 -2,603	-25%	-$73.4K	0.01%	642
2024 Q1	$293K	Buy	+10,465	New	+$285K	0.01%	576

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

Independent Advisor Alliance's BUFR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 1,282,008 shares — an estimated $43.3M sold.

Independent Advisor Alliance first reported a position in BUFR in Q1 2024 and held it in 9 quarters. The position peaked at $46.3M in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Independent Advisor Alliance reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,282,008 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $43.3M.
Independent Advisor Alliance first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and held it in 9 quarters.
Independent Advisor Alliance's FT Vest Fund of Buffer ETFs position peaked at $46.3M in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.