LeClair Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LeClair Wealth Partners’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	$8.45M	Buy	+231,275	New	+$8.28M	4.38%	4
2026 Q1	–	Sell	-266,500	Closed	-$9.13M	–	117
2025 Q4	$9.13M	Buy	266,500 +3,165	+1%	+$107K	5.3%	4
2025 Q3	$8.8M	Buy	263,335 +21,425	+9%	+$699K	5.48%	3
2025 Q2	$7.69M	Sell	241,910 -36,788	-13%	-$1.11M	5.22%	3
2025 Q1	$8.27M	Buy	+278,698	New	+$8.52M	5.96%	3

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

LeClair Wealth Partners's BUFR Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 231,275 shares worth $8.45M. The stake represents 4.38% of the portfolio and ranks #4 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in BUFR as recently as Q4 2025.

LeClair Wealth Partners first reported a position in BUFR in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.13M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

LeClair Wealth Partners held 231,275 shares of FT Vest Fund of Buffer ETFs worth $8.45M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new LeClair Wealth Partners position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 4.38% of LeClair Wealth Partners's portfolio in Q2 2026, its #4 holding.
LeClair Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 5 quarters since.
LeClair Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $9.13M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.