Kingswood Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Kingswood Wealth Advisors’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	$1.65M	Buy	45,057 +3,080	+7%	+$110K	0.07%	297
2026 Q1	$1.42M	Sell	41,977 -2,352	-5%	-$80.8K	0.07%	294
2025 Q4	$1.52M	Sell	44,329 -5,249	-11%	-$177K	0.07%	268
2025 Q3	$1.66M	Sell	49,578 -3,985	-7%	-$130K	0.1%	210
2025 Q2	$1.7M	Sell	53,563 -15,881	-23%	-$478K	0.13%	165
2025 Q1	$2.06M	Sell	69,444 -17,490	-20%	-$534K	0.19%	126
2024 Q4	$2.65M	Buy	86,934 +55,964	+181%	+$1.7M	0.2%	113
2024 Q3	$926K	Sell	30,970 -17,359	-36%	-$507K	0.07%	312
2024 Q2	$1.4M	Buy	48,329 +14,410	+42%	+$407K	0.13%	174
2024 Q1	$948K	Buy	33,919 +22,255	+191%	+$607K	0.11%	214
2023 Q4	$310K	Buy	+11,664	New	+$295K	0.04%	466

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

Kingswood Wealth Advisors's BUFR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.3% in Q2 2026, buying an estimated $110K and bringing the position to 45,057 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #297.

Kingswood Wealth Advisors first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Kingswood Wealth Advisors held 45,057 shares of FT Vest Fund of Buffer ETFs worth $1.65M as of Q2 2026.
Kingswood Wealth Advisors bought 3,080 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $110K.
FT Vest Fund of Buffer ETFs made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #297 holding.
Kingswood Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $2.65M in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.