Journey Strategic Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Journey Strategic Wealth’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 Q1	$648K	Buy	19,195 +661	+4%	+$22.7K	0.02%	279
2025 Q4	$635K	Buy	18,534 +2,991	+19%	+$101K	0.02%	255
2025 Q3	$519K	Buy	15,543 +1,163	+8%	+$37.9K	0.01%	288
2025 Q2	$457K	Buy	14,380 +7,473	+108%	+$225K	0.01%	312
2025 Q1	$205K	Buy	+6,907	New	+$211K	0.01%	466

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Journey Strategic Wealth's BUFR Position: Q1 2026 in Review

Journey Strategic Wealth increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.6% in Q1 2026, buying an estimated $22.7K and bringing the position to 19,195 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #279.

Journey Strategic Wealth first reported a position in BUFR in Q1 2025 and has held it in 5 quarters since. 505 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Journey Strategic Wealth held 19,195 shares of FT Vest Fund of Buffer ETFs worth $648K as of Q1 2026.
Journey Strategic Wealth bought 661 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $22.7K.
FT Vest Fund of Buffer ETFs made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #279 holding.
Journey Strategic Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 5 quarters since.
505 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.