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

Meridian Wealth Management’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	$14.7M	Buy	403,016 +10,278	+3%	+$368K	0.45%	43
2026 Q1	$13.3M	Buy	392,738 +8,596	+2%	+$295K	0.47%	48
2025 Q4	$13.2M	Buy	384,142 +8,634	+2%	+$292K	0.46%	44
2025 Q3	$12.5M	Buy	375,508 +8,466	+2%	+$276K	0.48%	44
2025 Q2	$11.7M	Sell	367,042 -3,427	-0.9%	-$103K	0.5%	40
2025 Q1	$11M	Buy	370,469 +16,374	+5%	+$500K	0.53%	41
2024 Q4	$10.8M	Buy	354,095 +29,691	+9%	+$900K	0.51%	42
2024 Q3	$9.7M	Buy	324,404 +15,390	+5%	+$450K	0.48%	45
2024 Q2	$8.94M	Buy	+309,014	New	+$8.72M	1.07%	19
2024 Q1	–	Sell	-256,235	Closed	-$6.81M	–	228
2023 Q4	$6.81M	Buy	256,235 +33,292	+15%	+$841K	0.43%	48
2023 Q3	$5.46M	Buy	222,943 +19,506	+10%	+$490K	0.33%	60
2023 Q2	$5.09M	Buy	203,437 +8,389	+4%	+$201K	0.43%	42
2023 Q1	$4.58M	Buy	195,048 +38,267	+24%	+$878K	0.4%	50
2022 Q4	$3.48M	Buy	156,781 +28,680	+22%	+$632K	0.34%	65
2022 Q3	$2.67M	Buy	128,101 +42,929	+50%	+$955K	0.29%	87
2022 Q2	$1.83M	Buy	85,172 +50,135	+143%	+$1.12M	0.15%	156
2022 Q1	$833K	Buy	35,037 +2,500	+8%	+$58.5K	0.09%	176
2021 Q4	$782K	Buy	32,537 +9,337	+40%	+$221K	0.08%	191
2021 Q3	$532K	Buy	+23,200	New	+$537K	0.07%	212

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

Meridian Wealth Management's BUFR Position: Q2 2026 in Review

Meridian Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.6% in Q2 2026, buying an estimated $368K and bringing the position to 403,016 shares worth $14.7M. The position accounts for 0.45% of the portfolio, ranked #43.

Meridian Wealth Management first reported a position in BUFR in Q3 2021 and has held it in 19 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Meridian Wealth Management held 403,016 shares of FT Vest Fund of Buffer ETFs worth $14.7M as of Q2 2026.
Meridian Wealth Management bought 10,278 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $368K.
FT Vest Fund of Buffer ETFs made up 0.45% of Meridian Wealth Management's portfolio in Q2 2026, its #43 holding.
Meridian Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and has held it in 19 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.