Kestra Advisory Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Kestra Advisory Services’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	$99.6M	Buy	2,725,740 +219,675	+9%	+$7.87M	0.32%	56
2026 Q1	$84.6M	Sell	2,506,065 -714,422	-22%	-$24.5M	0.32%	53
2025 Q4	$110M	Buy	3,220,487 +11,756	+0.4%	+$397K	0.45%	33
2025 Q3	$107M	Buy	3,208,731 +1,338,785	+72%	+$43.7M	0.49%	28
2025 Q2	$59.5M	Buy	1,869,946 +133,585	+8%	+$4.02M	0.29%	59
2025 Q1	$51.6M	Sell	1,736,361 -157,563	-8%	-$4.81M	0.25%	55
2024 Q4	$57.7M	Buy	1,893,924 +105,166	+6%	+$3.19M	0.32%	57
2024 Q3	$53.5M	Sell	1,788,758 -34,845	-2%	-$1.02M	0.29%	62
2024 Q2	$52.7M	Buy	1,823,603 +63,020	+4%	+$1.78M	0.29%	57
2024 Q1	$49.2M	Buy	1,760,583 +81,980	+5%	+$2.23M	0.33%	52
2023 Q4	$44.6M	Buy	1,678,603 +324,139	+24%	+$8.19M	0.36%	46
2023 Q3	$33.2M	Buy	1,354,464 +249,407	+23%	+$6.27M	0.33%	53
2023 Q2	$27.7M	Buy	1,105,057 +919,678	+496%	+$22M	0.28%	72
2023 Q1	$4.35M	Sell	185,379 -405,563	-69%	-$9.3M	0.05%	396
2022 Q4	$13.1M	Sell	590,942 -51,643	-8%	-$1.14M	0.12%	206
2022 Q3	$13.4M	Buy	642,585 +110,255	+21%	+$2.45M	0.14%	167
2022 Q2	$11.4M	Buy	532,330 +387,252	+267%	+$8.67M	0.12%	186
2022 Q1	$3.45M	Buy	145,078 +64,226	+79%	+$1.5M	0.04%	485
2021 Q4	$1.94M	Buy	80,852 +23,862	+42%	+$564K	0.02%	690
2021 Q3	$1.31M	Buy	56,990 +32,441	+132%	+$750K	0.01%	880
2021 Q2	$563K	Buy	24,549 +13,503	+122%	+$305K	0.01%	1229
2021 Q1	$244K	Buy	+11,046	New	+$240K	﹤0.01%	1593

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

Kestra Advisory Services's BUFR Position: Q2 2026 in Review

Kestra Advisory Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.8% in Q2 2026, buying an estimated $7.87M and bringing the position to 2,725,740 shares worth $99.6M. The position accounts for 0.32% of the portfolio, ranked #56.

Kestra Advisory Services first reported a position in BUFR in Q1 2021 and has held it in 22 quarters since. The position peaked at $110M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Kestra Advisory Services held 2,725,740 shares of FT Vest Fund of Buffer ETFs worth $99.6M as of Q2 2026.
Kestra Advisory Services bought 219,675 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $7.87M.
FT Vest Fund of Buffer ETFs made up 0.32% of Kestra Advisory Services's portfolio in Q2 2026, its #56 holding.
Kestra Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 22 quarters since.
Kestra Advisory Services's FT Vest Fund of Buffer ETFs position peaked at $110M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.