Merit Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Merit Financial Group’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	$27.8M	Buy	759,755 +573,709	+308%	+$20.5M	0.17%	106
2026 Q1	$6.28M	Buy	186,046 +2,206	+1%	+$75.7K	0.05%	334
2025 Q4	$6.3M	Buy	183,840 +98,034	+114%	+$3.31M	0.05%	302
2025 Q3	$2.87M	Buy	85,806 +22,544	+36%	+$735K	0.03%	454
2025 Q2	$2.01M	Sell	63,262 -5,827	-8%	-$175K	0.02%	520
2025 Q1	$2.05M	Buy	69,089 +20,586	+42%	+$629K	0.03%	413
2024 Q4	$1.48M	Buy	48,503 +5,363	+12%	+$163K	0.03%	415
2024 Q3	$1.29M	Sell	43,140 -6,601	-13%	-$193K	0.03%	357
2024 Q2	$1.44M	Sell	49,741 -244	-0.5%	-$6.88K	0.03%	333
2024 Q1	$1.4M	Buy	49,985 +16,077	+47%	+$438K	0.03%	331
2023 Q4	$901K	Buy	33,908 +23,065	+213%	+$583K	0.03%	340
2023 Q3	$266K	Buy	+10,843	New	+$272K	0.01%	622

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

Merit Financial Group's BUFR Position: Q2 2026 in Review

Merit Financial Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 308% in Q2 2026, buying an estimated $20.5M and bringing the position to 759,755 shares worth $27.8M. The position accounts for 0.17% of the portfolio, ranked #106.

Merit Financial Group first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Merit Financial Group held 759,755 shares of FT Vest Fund of Buffer ETFs worth $27.8M as of Q2 2026.
Merit Financial Group bought 573,709 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $20.5M.
FT Vest Fund of Buffer ETFs made up 0.17% of Merit Financial Group's portfolio in Q2 2026, its #106 holding.
Merit Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.