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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Private Wealth Services's BUFR Position: Q1 2026 in Review

Kestra Private Wealth Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.7% in Q1 2026, buying an estimated $1.13M and bringing the position to 2,001,554 shares worth $67.6M. The position accounts for 0.83% of the portfolio, ranked #16.

Kestra Private Wealth Services first reported a position in BUFR in Q1 2022 and has held it in 17 quarters since. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Kestra Private Wealth Services held 2,001,554 shares of FT Vest Fund of Buffer ETFs worth $67.6M as of Q1 2026.
Kestra Private Wealth Services bought 32,781 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $1.13M.
FT Vest Fund of Buffer ETFs made up 0.83% of Kestra Private Wealth Services's portfolio in Q1 2026, its #16 holding.
Kestra Private Wealth Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 17 quarters since.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.