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 Q3	$2.47M	Buy	65,852 +180	+0.3%	+$6.68K	0.34%	82
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Maia Wealth's BUFR Position: Q3 2026 in Review

Maia Wealth increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.27% in Q3 2026, buying an estimated $6.68K and bringing the position to 65,852 shares worth $2.47M. The position accounts for 0.34% of the portfolio, ranked #82.

Maia Wealth first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2024. 202 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Maia Wealth held 65,852 shares of FT Vest Fund of Buffer ETFs worth $2.47M as of Q3 2026.
Maia Wealth bought 180 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $6.68K.
FT Vest Fund of Buffer ETFs made up 0.34% of Maia Wealth's portfolio in Q3 2026, its #82 holding.
Maia Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's FT Vest Fund of Buffer ETFs position peaked at $2.62M in Q4 2024.
202 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.