KIM
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Kestra Investment Management’s Fidelity Dynamic Buffered Equity ETF FBUF Stock Holding History

Kestra Investment Management’s Portfolio FBUF Stock Details FBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
7,754
-6,435
-45% -$204K ﹤0.01% 456
2026
Q1 		$427K Sell
14,189
-38,276
-73% -$1.18M 0.01% 308
2025
Q4 		$1.62M Buy
+52,465
New +$1.59M 0.04% 145

Other funds holding FBUF

GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Kestra Investment Management's FBUF Position: Q2 2026 in Review

Kestra Investment Management reduced its Fidelity Dynamic Buffered Equity ETF (FBUF) stake by 45% in Q2 2026, selling an estimated $204K and leaving 7,754 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Kestra Investment Management first reported a position in FBUF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 8 funds tracked by Wall St. Rank hold FBUF as of Q2 2026.

  • Kestra Investment Management held 7,754 shares of Fidelity Dynamic Buffered Equity ETF worth $250K as of Q2 2026.
  • Kestra Investment Management sold 6,435 Fidelity Dynamic Buffered Equity ETF shares in Q2 2026, an estimated $204K.
  • Fidelity Dynamic Buffered Equity ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #456 holding.
  • Kestra Investment Management first reported a position in Fidelity Dynamic Buffered Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Kestra Investment Management's Fidelity Dynamic Buffered Equity ETF position peaked at $1.62M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Fidelity Dynamic Buffered Equity ETF as of Q2 2026.

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