Leo Wealth LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Leo Wealth LLC’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 Q1	$1.36M	Buy	40,343 +13,427	+50%	+$461K	0.1%	154
2025 Q4	$956K	Buy	+26,916	New	+$909K	0.07%	187
2025 Q3	–	Sell	-15,101	Closed	-$480K	–	307
2025 Q2	$480K	Buy	+15,101	New	+$454K	0.04%	239
2025 Q1	–	Sell	-11,486	Closed	-$350K	–	287
2024 Q4	$350K	Hold	11,486	–	–	0.03%	270
2024 Q3	$343K	Buy	+11,486	New	+$336K	0.03%	264

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Leo Wealth LLC's BUFR Position: Q1 2026 in Review

Leo Wealth LLC increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 50% in Q1 2026, buying an estimated $461K and bringing the position to 40,343 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #154.

Leo Wealth LLC first reported a position in BUFR in Q3 2024 and has held it in 5 quarters since. 505 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Leo Wealth LLC held 40,343 shares of FT Vest Fund of Buffer ETFs worth $1.36M as of Q1 2026.
Leo Wealth LLC bought 13,427 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $461K.
FT Vest Fund of Buffer ETFs made up 0.1% of Leo Wealth LLC's portfolio in Q1 2026, its #154 holding.
Leo Wealth LLC first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 5 quarters since.
505 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.