Kestra Private Wealth Services
BUFR icon

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
Q3 		$70.1M Buy
1,871,279
+14,962
+0.8% +$555K 0.75% 21
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 		$6.84M 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 $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Private Wealth Services's BUFR Position: Q3 2026 in Review

Kestra Private Wealth Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.81% in Q3 2026, buying an estimated $555K and bringing the position to 1,871,279 shares worth $70.1M. The position accounts for 0.75% of the portfolio, ranked #21.

Kestra Private Wealth Services first reported a position in BUFR in Q1 2022 and has held it in 19 quarters since. 511 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Kestra Private Wealth Services held 1,871,279 shares of FT Vest Fund of Buffer ETFs worth $70.1M as of Q3 2026.
  • Kestra Private Wealth Services bought 14,962 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $555K.
  • FT Vest Fund of Buffer ETFs made up 0.75% of Kestra Private Wealth Services's portfolio in Q3 2026, its #21 holding.
  • Kestra Private Wealth Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 19 quarters since.
  • 511 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.