Ipsen Advisor Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Ipsen Advisor Group’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	$2.54M	Buy	69,457 +2,093	+3%	+$75K	1.63%	19
2026 Q1	$2.27M	Buy	67,364 +11,646	+21%	+$400K	1.59%	19
2025 Q4	$1.91M	Buy	55,718 +48,971	+726%	+$1.65M	1.36%	21
2025 Q3	$225K	Buy	+6,747	New	+$220K	0.16%	95

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

Ipsen Advisor Group's BUFR Position: Q2 2026 in Review

Ipsen Advisor Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.1% in Q2 2026, buying an estimated $75K and bringing the position to 69,457 shares worth $2.54M. The position accounts for 1.63% of the portfolio, ranked #19.

Ipsen Advisor Group first reported a position in BUFR in Q3 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Ipsen Advisor Group held 69,457 shares of FT Vest Fund of Buffer ETFs worth $2.54M as of Q2 2026.
Ipsen Advisor Group bought 2,093 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $75K.
FT Vest Fund of Buffer ETFs made up 1.63% of Ipsen Advisor Group's portfolio in Q2 2026, its #19 holding.
Ipsen Advisor Group first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.