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

Kovack 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	$13.4M	Sell	366,973 -21,988	-6%	-$788K	0.64%	19
2026 Q1	$13.2M	Buy	388,961 +3,152	+0.8%	+$108K	0.7%	18
2025 Q4	$13.2M	Buy	385,809 +299,617	+348%	+$10.1M	0.61%	22
2025 Q3	$2.88M	Sell	86,192 -29,754	-26%	-$971K	0.27%	68
2025 Q2	$3.69M	Buy	115,946 +7,427	+7%	+$224K	0.36%	59
2025 Q1	$3.22M	Buy	108,519 +10,299	+10%	+$315K	0.34%	60
2024 Q4	$2.99M	Sell	98,220 -540	-0.5%	-$16.4K	0.29%	65
2024 Q3	$2.95M	Buy	98,760 +11,388	+13%	+$333K	0.31%	65
2024 Q2	$2.53M	Buy	+87,372	New	+$2.47M	0.28%	73
2024 Q1	–	Sell	-92,000	Closed	-$2.44M	–	491
2023 Q4	$2.44M	Buy	92,000 +24,743	+37%	+$625K	0.29%	73
2023 Q3	$1.65M	Sell	67,257 -67,635	-50%	-$1.7M	0.23%	97
2023 Q2	$3.38M	Buy	134,892 +73,120	+118%	+$1.75M	0.43%	42
2023 Q1	$1.45M	Buy	61,772 +3,879	+7%	+$89K	0.2%	116
2022 Q4	$1.29M	Buy	57,893 +2,119	+4%	+$46.7K	0.19%	121
2022 Q3	$1.16M	Sell	55,774 -3,987	-7%	-$88.7K	0.17%	134
2022 Q2	$1.28M	Sell	59,761 -3,136	-5%	-$70.2K	0.17%	130
2022 Q1	$1.5M	Sell	62,897 -41,436	-40%	-$970K	0.15%	146
2021 Q4	$2.51M	Buy	104,333 +12,796	+14%	+$302K	0.24%	96
2021 Q3	$2.1M	Buy	+91,537	New	+$2.12M	0.23%	114

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

Kovack Advisors's BUFR Position: Q2 2026 in Review

Kovack Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.7% in Q2 2026, selling an estimated $788K and leaving 366,973 shares worth $13.4M. The position accounts for 0.64% of the portfolio, ranked #19.

Kovack Advisors first reported a position in BUFR in Q3 2021 and has held it in 19 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Kovack Advisors held 366,973 shares of FT Vest Fund of Buffer ETFs worth $13.4M as of Q2 2026.
Kovack Advisors sold 21,988 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $788K.
FT Vest Fund of Buffer ETFs made up 0.64% of Kovack Advisors's portfolio in Q2 2026, its #19 holding.
Kovack Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and has held it in 19 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.