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

Lifeworks 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 		$517K Hold
14,163
– – 0.05% 198
2026
Q1 		$478K Hold
14,163
– – 0.06% 202
2025
Q4 		$485K Hold
14,163
– – 0.06% 213
2025
Q3 		$473K Hold
14,163
– – 0.06% 214
2025
Q2 		$450K Hold
14,163
– – 0.07% 210
2025
Q1 		$420K Sell
14,163
-1,424
-9% -$43.5K 0.07% 202
2024
Q4 		$475K Buy
15,587
+1,044
+7% +$31.7K 0.09% 173
2024
Q3 		$435K Buy
+14,543
New +$425K 0.09% 181

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lifeworks Advisors's BUFR Position: Q2 2026 in Review

Lifeworks Advisors held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 14,163 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #198.

Lifeworks Advisors first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Lifeworks Advisors held 14,163 shares of FT Vest Fund of Buffer ETFs worth $517K as of Q2 2026.
  • Lifeworks Advisors left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
  • FT Vest Fund of Buffer ETFs made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #198 holding.
  • Lifeworks Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.