LifeWealth Investments’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LifeWealth Investments’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	$488K	Buy	13,360 +4,658	+54%	+$167K	0.13%	81
2026 Q1	$294K	Sell	8,702 -187	-2%	-$6.42K	0.09%	110
2025 Q4	$305K	Sell	8,889 -44	-0.5%	-$1.49K	0.1%	117
2025 Q3	$299K	Sell	8,933 -3,678	-29%	-$120K	0.1%	111
2025 Q2	$401K	Buy	12,611 +1,303	+12%	+$39.2K	0.15%	96
2025 Q1	$336K	Buy	+11,308	New	+$346K	0.16%	94

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

LifeWealth Investments's BUFR Position: Q2 2026 in Review

LifeWealth Investments increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 54% in Q2 2026, buying an estimated $167K and bringing the position to 13,360 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #81.

LifeWealth Investments first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

LifeWealth Investments held 13,360 shares of FT Vest Fund of Buffer ETFs worth $488K as of Q2 2026.
LifeWealth Investments bought 4,658 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $167K.
FT Vest Fund of Buffer ETFs made up 0.13% of LifeWealth Investments's portfolio in Q2 2026, its #81 holding.
LifeWealth Investments first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.