J.W. Cole Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

J.W. Cole Advisors’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	$2.96M	Buy	+80,929	New	+$2.9M	0.05%	372
2026 Q1	–	Sell	-98,344	Closed	-$3.37M	–	847
2025 Q4	$3.37M	Sell	98,344 -13,723	-12%	-$463K	0.08%	247
2025 Q3	$3.75M	Buy	112,067 +3,697	+3%	+$121K	0.07%	270
2025 Q2	$3.45M	Buy	108,370 +8,450	+8%	+$254K	0.07%	263
2025 Q1	$2.97M	Buy	+99,920	New	+$3.05M	0.09%	224

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

J.W. Cole Advisors's BUFR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 80,929 shares worth $2.96M. The stake represents 0.05% of the portfolio and ranks #372 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BUFR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BUFR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

J.W. Cole Advisors held 80,929 shares of FT Vest Fund of Buffer ETFs worth $2.96M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new J.W. Cole Advisors position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #372 holding.
J.W. Cole Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's FT Vest Fund of Buffer ETFs position peaked at $3.75M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.