Keudell/Morrison Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Keudell/Morrison Wealth 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	$394K	Sell	10,797 -4,082	-27%	-$146K	0.07%	167
2026 Q1	$502K	Sell	14,879 -3,871	-21%	-$133K	0.1%	131
2025 Q4	$642K	Buy	+18,750	New	+$633K	0.14%	104
2025 Q2	$1.71M	Buy	53,678 +2,215	+4%	+$66.7K	0.38%	50
2025 Q1	$1.53M	Sell	51,463 -38,094	-43%	-$1.16M	0.36%	50
2024 Q4	$2.73M	Buy	89,557 +1,675	+2%	+$50.8K	0.71%	28
2024 Q3	$2.63M	Buy	87,882 +17,228	+24%	+$503K	0.71%	29
2024 Q2	$2.04M	Buy	+70,654	New	+$1.99M	0.6%	37

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

Keudell/Morrison Wealth Management's BUFR Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 27% in Q2 2026, selling an estimated $146K and leaving 10,797 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #167.

Keudell/Morrison Wealth Management first reported a position in BUFR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Keudell/Morrison Wealth Management held 10,797 shares of FT Vest Fund of Buffer ETFs worth $394K as of Q2 2026.
Keudell/Morrison Wealth Management sold 4,082 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $146K.
FT Vest Fund of Buffer ETFs made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #167 holding.
Keudell/Morrison Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 8 quarters since.
Keudell/Morrison Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $2.73M in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.