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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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. 215 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.
215 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.