IFG
FBUF icon

Independent Financial Group’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Independent Financial Group’s Portfolio FBUF Stock Details FBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21,852
Closed -$658K – 1638
2026
Q1 		$658K Buy
+21,852
New +$676K 0.01% 797

Other funds holding FBUF

GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Independent Financial Group's FBUF Position: Q2 2026 in Review

Independent Financial Group sold out of Fidelity Dynamic Buffered Equity ETF (FBUF) in Q2 2026, closing a stake of 21,852 shares — an estimated $658K sold.

Independent Financial Group first reported a position in FBUF in Q1 2026 and held it in 1 quarter. The position peaked at $658K in Q1 2026. 14 funds tracked by Wall St. Rank hold FBUF as of Q2 2026.

  • Independent Financial Group reported no remaining Fidelity Dynamic Buffered Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 21,852 Fidelity Dynamic Buffered Equity ETF shares in Q2 2026, an estimated $658K.
  • Independent Financial Group first reported a position in Fidelity Dynamic Buffered Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Fidelity Dynamic Buffered Equity ETF position peaked at $658K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.