Keystone Financial Group (Kentucky)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Keystone Financial Group (Kentucky)’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	$16.1M	Buy	439,583 +38,113	+9%	+$1.37M	0.95%	22
2026 Q1	$13.6M	Buy	401,470 +22,347	+6%	+$767K	0.93%	22
2025 Q4	$13M	Buy	379,123 +263,039	+227%	+$8.88M	0.96%	22
2025 Q3	$3.88M	Sell	116,084 -5,251	-4%	-$171K	0.3%	63
2025 Q2	$3.86M	Sell	121,335 -42,766	-26%	-$1.29M	0.35%	58
2025 Q1	$4.87M	Sell	164,101 -90,301	-35%	-$2.76M	0.5%	40
2024 Q4	$7.75M	Buy	254,402 +217,862	+596%	+$6.61M	0.76%	23
2024 Q3	$1.09M	Buy	+36,540	New	+$1.07M	0.14%	115
2024 Q2	–	Sell	-30,893	Closed	-$864K	–	182
2024 Q1	$864K	Buy	+30,893	New	+$842K	0.13%	124

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s BUFR Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 9.5% in Q2 2026, buying an estimated $1.37M and bringing the position to 439,583 shares worth $16.1M. The position accounts for 0.95% of the portfolio, ranked #22.

Keystone Financial Group (Kentucky) first reported a position in BUFR in Q1 2024 and has held it in 9 quarters since. 347 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Keystone Financial Group (Kentucky) held 439,583 shares of FT Vest Fund of Buffer ETFs worth $16.1M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 38,113 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.37M.
FT Vest Fund of Buffer ETFs made up 0.95% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #22 holding.
Keystone Financial Group (Kentucky) first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 9 quarters since.
347 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.