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 Q3	$2.14M	Buy	57,036 +273	+0.5%	+$10.1K	0.22%	33
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%	+$100K	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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

LVZ Inc's BUFR Position: Q3 2026 in Review

LVZ Inc increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.48% in Q3 2026, buying an estimated $10.1K and bringing the position to 57,036 shares worth $2.14M. The position accounts for 0.22% of the portfolio, ranked #33.

LVZ Inc first reported a position in BUFR in Q4 2024 and has held it in 8 quarters since. 278 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

LVZ Inc held 57,036 shares of FT Vest Fund of Buffer ETFs worth $2.14M as of Q3 2026.
LVZ Inc bought 273 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $10.1K.
FT Vest Fund of Buffer ETFs made up 0.22% of LVZ Inc's portfolio in Q3 2026, its #33 holding.
LVZ Inc first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 8 quarters since.
278 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.