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

Kestra Private Wealth 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 		$67.8M Sell
1,856,317
-145,237
-7% -$5.2M 0.75% 20
2026
Q1 		$67.6M Buy
2,001,554
+32,781
+2% +$1.13M 0.83% 16
2025
Q4 		$67.5M Buy
1,968,773
+42,505
+2% +$1.44M 0.84% 18
2025
Q3 		$64.4M Buy
1,926,268
+15,889
+0.8% +$518K 0.84% 18
2025
Q2 		$60.8M Buy
1,910,379
+15,255
+0.8% +$459K 0.87% 17
2025
Q1 		$56.3M Buy
1,895,124
+37,904
+2% +$1.16M 0.94% 16
2024
Q4 		$56.6M Buy
1,857,220
+176,464
+10% +$5.35M 0.96% 15
2024
Q3 		$50.2M Buy
1,680,756
+176,604
+12% +$5.16M 0.92% 16
2024
Q2 		$43.5M Buy
1,504,152
+241,603
+19% +$6.82M 0.87% 16
2024
Q1 		$35.3M Buy
1,262,549
+672,406
+114% +$18.3M 0.8% 18
2023
Q4 		$15.7M Buy
590,143
+258,002
+78% +$6.52M 0.4% 54
2023
Q3 		$8.13M Buy
332,141
+46,805
+16% +$1.18M 0.26% 97
2023
Q2 		$7.14M Buy
285,336
+29,354
+11% +$703K 0.24% 106
2023
Q1 		$6.01M Buy
255,982
+48,287
+23% +$1.11M 0.24% 110
2022
Q4 		$4.61M Sell
207,695
-120,295
-37% -$2.65M 0.23% 114
2022
Q3 		$6.83M Buy
327,990
+106,086
+48% +$2.36M 0.4% 58
2022
Q2 		$4.76M Buy
221,904
+21,479
+11% +$481K 0.27% 97
2022
Q1 		$4.76M Buy
+200,425
New +$4.69M 0.24% 104

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Kestra Private Wealth Services's BUFR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.3% in Q2 2026, selling an estimated $5.2M and leaving 1,856,317 shares worth $67.8M. The position accounts for 0.75% of the portfolio, ranked #20.

Kestra Private Wealth Services first reported a position in BUFR in Q1 2022 and has held it in 18 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Kestra Private Wealth Services held 1,856,317 shares of FT Vest Fund of Buffer ETFs worth $67.8M as of Q2 2026.
  • Kestra Private Wealth Services sold 145,237 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $5.2M.
  • FT Vest Fund of Buffer ETFs made up 0.75% of Kestra Private Wealth Services's portfolio in Q2 2026, its #20 holding.
  • Kestra Private Wealth Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 18 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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