LPL Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LPL Financial’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	$1.73B	Buy	47,463,109 +359,765	+0.8%	+$12.9M	0.39%	46
2026 Q1	$1.59B	Buy	47,103,344 +2,481,521	+6%	+$85.2M	0.42%	44
2025 Q4	$1.53B	Buy	44,621,823 +2,609,325	+6%	+$88.1M	0.42%	46
2025 Q3	$1.4B	Buy	42,012,498 +2,222,772	+6%	+$72.5M	0.41%	48
2025 Q2	$1.27B	Sell	39,789,726 -732,873	-2%	-$22.1M	0.42%	45
2025 Q1	$1.2B	Buy	40,522,599 +5,137,595	+15%	+$157M	0.47%	37
2024 Q4	$1.08B	Buy	35,385,004 +1,374,075	+4%	+$41.7M	0.44%	41
2024 Q3	$1.02B	Buy	34,010,929 +4,443,144	+15%	+$130M	0.45%	41
2024 Q2	$855M	Buy	29,567,785 +4,665,080	+19%	+$132M	0.43%	44
2024 Q1	$696M	Buy	24,902,705 +3,034,557	+14%	+$82.7M	0.37%	52
2023 Q4	$581M	Buy	21,868,148 +9,561,038	+78%	+$242M	0.35%	56
2023 Q3	$301M	Buy	12,307,110 +7,278,388	+145%	+$183M	0.21%	101
2023 Q2	$126M	Buy	5,028,722 +4,826,893	+2,392%	+$116M	0.09%	201
2023 Q1	$4.74M	Buy	201,829 +9,359	+5%	+$215K	﹤0.01%	1548
2022 Q4	$4.27M	Buy	192,470 +124,563	+183%	+$2.74M	﹤0.01%	1557
2022 Q3	$1.42M	Buy	67,907 +1,468	+2%	+$32.6K	﹤0.01%	2253
2022 Q2	$1.43M	Buy	66,439 +32,231	+94%	+$721K	﹤0.01%	2286
2022 Q1	$813K	Sell	34,208 -2,022	-6%	-$47.3K	﹤0.01%	2789
2021 Q4	$871K	Buy	+36,230	New	+$856K	﹤0.01%	2781

Other funds holding BUFR

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

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

LPL Financial's BUFR Position: Q2 2026 in Review

LPL Financial increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.76% in Q2 2026, buying an estimated $12.9M and bringing the position to 47,463,109 shares worth $1.73B. The position accounts for 0.39% of the portfolio, ranked #46.

LPL Financial first reported a position in BUFR in Q4 2021 and has held it in 19 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

LPL Financial held 47,463,109 shares of FT Vest Fund of Buffer ETFs worth $1.73B as of Q2 2026.
LPL Financial bought 359,765 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $12.9M.
FT Vest Fund of Buffer ETFs made up 0.39% of LPL Financial's portfolio in Q2 2026, its #46 holding.
LPL Financial first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 19 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.