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 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

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

Key Financial Inc's BUFR Position: Q2 2026 in Review

Key Financial Inc reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.9% in Q2 2026, selling an estimated $283K and leaving 402,453 shares worth $14.7M. The position accounts for 2.41% of the portfolio, ranked #7.

Key Financial Inc first reported a position in BUFR in Q4 2021 and has held it in 19 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Key Financial Inc held 402,453 shares of FT Vest Fund of Buffer ETFs worth $14.7M as of Q2 2026.
Key Financial Inc sold 7,903 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $283K.
FT Vest Fund of Buffer ETFs made up 2.41% of Key Financial Inc's portfolio in Q2 2026, its #7 holding.
Key Financial Inc first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 19 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.