Key Financial Inc
BUFR icon

Key Financial Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Key Financial Inc’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 		$14.8M Sell
394,080
-8,373
-2% -$311K 2.41% 8
2026
Q2 		$14.7M Sell
402,453
-7,903
-2% -$283K 2.41% 7
2026
Q1 		$13.9M Sell
410,356
-1,401
-0.3% -$48.1K 2.47% 7
2025
Q4 		$14.1M Sell
411,757
-3,552
-0.9% -$120K 2.57% 7
2025
Q3 		$13.9M Buy
415,309
+2,568
+0.6% +$83.8K 2.57% 8
2025
Q2 		$13.1M Sell
412,741
-1,519
-0.4% -$45.7K 2.64% 7
2025
Q1 		$12.3M Buy
414,260
+28,114
+7% +$859K 2.68% 7
2024
Q4 		$11.8M Buy
386,146
+15,398
+4% +$467K 2.67% 7
2024
Q3 		$11.1M Buy
370,748
+4,514
+1% +$132K 2.45% 8
2024
Q2 		$10.6M Buy
366,234
+57,066
+18% +$1.61M 2.54% 8
2024
Q1 		$8.64M Buy
309,168
+17,010
+6% +$464K 2.2% 9
2023
Q4 		$7.76M Buy
292,158
+21,560
+8% +$545K 2.12% 9
2023
Q3 		$6.63M Buy
270,598
+8,387
+3% +$211K 2.23% 8
2023
Q2 		$6.57M Buy
262,211
+31,374
+14% +$751K 2.18% 7
2023
Q1 		$5.42M Buy
230,837
+161,063
+231% +$3.69M 1.97% 8
2022
Q4 		$1.45M Hold
69,774
– – 0.69% 31
2022
Q3 		$1.45M Sell
69,774
-8,259
-11% -$184K 0.68% 31
2022
Q2 		$1.69M Buy
78,033
+34,817
+81% +$779K 0.91% 22
2022
Q1 		$1.03M Buy
43,216
+21,512
+99% +$503K 0.51% 35
2021
Q4 		$522K Buy
+21,704
New +$513K 0.26% 71

Other funds holding BUFR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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 Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Key Financial Inc's BUFR Position: Q3 2026 in Review

Key Financial Inc reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.1% in Q3 2026, selling an estimated $311K and leaving 394,080 shares worth $14.8M. The position accounts for 2.41% of the portfolio, ranked #8.

Key Financial Inc first reported a position in BUFR in Q4 2021 and has held it in 20 quarters since. 306 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Key Financial Inc held 394,080 shares of FT Vest Fund of Buffer ETFs worth $14.8M as of Q3 2026.
  • Key Financial Inc sold 8,373 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $311K.
  • FT Vest Fund of Buffer ETFs made up 2.41% of Key Financial Inc's portfolio in Q3 2026, its #8 holding.
  • Key Financial Inc first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 20 quarters since.
  • 306 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.