Maia Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Maia Wealth’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	$2.4M	Sell	65,672 -3,630	-5%	-$130K	0.35%	85
2026 Q1	$2.34M	Sell	69,302 -1,214	-2%	-$41.7K	0.4%	74
2025 Q4	$2.42M	Sell	70,516 -5,913	-8%	-$200K	0.41%	69
2025 Q3	$2.58M	Sell	76,429 -2,420	-3%	-$78.9K	0.44%	63
2025 Q2	$2.51M	Sell	78,849 -2,603	-3%	-$78.3K	0.48%	53
2025 Q1	$2.36M	Sell	81,452 -3,419	-4%	-$104K	0.53%	46
2024 Q4	$2.62M	Buy	84,871 +4,212	+5%	+$128K	0.56%	41
2024 Q3	$2.42M	Buy	80,659 +2,670	+3%	+$78K	0.6%	41
2024 Q2	$2.28M	Buy	+77,989	New	+$2.2M	0.69%	39
2023 Q4	$2.03M	Buy	+76,436	New	+$1.93M	0.82%	30

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Maia Wealth's BUFR Position: Q2 2026 in Review

Maia Wealth reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.2% in Q2 2026, selling an estimated $130K and leaving 65,672 shares worth $2.4M. The position accounts for 0.35% of the portfolio, ranked #85.

Maia Wealth first reported a position in BUFR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.62M in Q4 2024. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Maia Wealth held 65,672 shares of FT Vest Fund of Buffer ETFs worth $2.4M as of Q2 2026.
Maia Wealth sold 3,630 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $130K.
FT Vest Fund of Buffer ETFs made up 0.35% of Maia Wealth's portfolio in Q2 2026, its #85 holding.
Maia Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's FT Vest Fund of Buffer ETFs position peaked at $2.62M in Q4 2024.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.