Kestra Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Kestra Investment Management’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	$1.19M	Buy	+32,467	New	+$1.16M	0.02%	204
2026 Q1	–	Sell	-30,418	Closed	-$1.04M	–	451
2025 Q4	$1.04M	Buy	30,418 +3,105	+11%	+$105K	0.03%	197
2025 Q3	$913K	Buy	27,313 +761	+3%	+$24.8K	0.02%	209
2025 Q2	$844K	Buy	26,552 +1,074	+4%	+$32.3K	0.03%	213
2025 Q1	$756K	Buy	25,478 +1,849	+8%	+$56.5K	0.02%	203
2024 Q4	$720K	Buy	23,629 +3,155	+15%	+$95.7K	0.03%	184
2024 Q3	$612K	Buy	+20,474	New	+$598K	0.03%	178

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 Investment Management's BUFR Position: Q2 2026 in Review

Kestra Investment Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 32,467 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #204 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in BUFR as recently as Q4 2025.

Kestra Investment Management first reported a position in BUFR in Q3 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Kestra Investment Management held 32,467 shares of FT Vest Fund of Buffer ETFs worth $1.19M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Kestra Investment Management position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #204 holding.
Kestra Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.