Independent Wealth Network’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Independent Wealth Network’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	$1.8M	Buy	49,164 +1,253	+3%	+$44.9K	0.46%	50
2026 Q1	$1.62M	Buy	47,911 +1,576	+3%	+$54.1K	0.48%	46
2025 Q4	$1.59M	Sell	46,335 -17,350	-27%	-$586K	0.48%	48
2025 Q3	$2.13M	Buy	63,685 +6,689	+12%	+$218K	0.68%	35
2025 Q2	$1.81M	Buy	56,996 +3,902	+7%	+$117K	0.66%	39
2025 Q1	$1.58M	Buy	53,094 +11,124	+27%	+$340K	0.63%	40
2024 Q4	$1.28M	Buy	41,970 +8,065	+24%	+$245K	0.52%	45
2024 Q3	$1.01M	Buy	33,905 +3,454	+11%	+$101K	0.45%	55
2024 Q2	$881K	Buy	30,451 +1,113	+4%	+$31.4K	0.41%	65
2024 Q1	$820K	Buy	+29,338	New	+$800K	0.38%	68

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 Wealth Network's BUFR Position: Q2 2026 in Review

Independent Wealth Network increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.6% in Q2 2026, buying an estimated $44.9K and bringing the position to 49,164 shares worth $1.8M. The position accounts for 0.46% of the portfolio, ranked #50.

Independent Wealth Network first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Independent Wealth Network held 49,164 shares of FT Vest Fund of Buffer ETFs worth $1.8M as of Q2 2026.
Independent Wealth Network bought 1,253 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $44.9K.
FT Vest Fund of Buffer ETFs made up 0.46% of Independent Wealth Network's portfolio in Q2 2026, its #50 holding.
Independent Wealth Network first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Independent Wealth Network's FT Vest Fund of Buffer ETFs position peaked at $2.13M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.