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LVZ Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LVZ Inc’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 		$2.07M Buy
56,763
+17,712
+45% +$634K 0.21% 36
2026
Q1 		$1.32M Buy
39,051
+10,979
+39% +$377K 0.15% 47
2025
Q4 		$962K Buy
28,072
+749
+3% +$25.3K 0.11% 59
2025
Q3 		$913K Buy
27,323
+3,058
+13% +$99.7K 0.1% 62
2025
Q2 		$772K Buy
24,265
+253
+1% +$7.61K 0.09% 65
2025
Q1 		$713K Buy
24,012
+14,635
+156% +$447K 0.09% 64
2024
Q4 		$286K Buy
+9,377
New +$284K 0.04% 122

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

LVZ Inc's BUFR Position: Q2 2026 in Review

LVZ Inc increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 45% in Q2 2026, buying an estimated $634K and bringing the position to 56,763 shares worth $2.07M. The position accounts for 0.21% of the portfolio, ranked #36.

LVZ Inc first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • LVZ Inc held 56,763 shares of FT Vest Fund of Buffer ETFs worth $2.07M as of Q2 2026.
  • LVZ Inc bought 17,712 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $634K.
  • FT Vest Fund of Buffer ETFs made up 0.21% of LVZ Inc's portfolio in Q2 2026, its #36 holding.
  • LVZ Inc first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
  • 539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.