Lifestyle Asset Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Lifestyle Asset Management’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	$287K	Sell	7,853 -318	-4%	-$11.4K	0.08%	119
2026 Q1	$276K	Sell	8,171 -315,999	-97%	-$10.9M	0.09%	120
2025 Q4	$11.1M	Buy	324,170 +1,655	+0.5%	+$55.9K	3.61%	5
2025 Q3	$10.8M	Sell	322,515 -231,708	-42%	-$7.56M	3.68%	7
2025 Q2	$17.6M	Sell	554,223 -3,160	-0.6%	-$95.1K	8.23%	2
2025 Q1	$16.5M	Sell	557,383 -1,488	-0.3%	-$45.5K	9.1%	2
2024 Q4	$17M	Buy	+558,871	New	+$16.9M	9.28%	2

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

Lifestyle Asset Management's BUFR Position: Q2 2026 in Review

Lifestyle Asset Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.9% in Q2 2026, selling an estimated $11.4K and leaving 7,853 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #119.

Lifestyle Asset Management first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.6M in Q2 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Lifestyle Asset Management held 7,853 shares of FT Vest Fund of Buffer ETFs worth $287K as of Q2 2026.
Lifestyle Asset Management sold 318 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $11.4K.
FT Vest Fund of Buffer ETFs made up 0.08% of Lifestyle Asset Management's portfolio in Q2 2026, its #119 holding.
Lifestyle Asset Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Lifestyle Asset Management's FT Vest Fund of Buffer ETFs position peaked at $17.6M in Q2 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.