Michels Family Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Michels Family Financial’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	$800K	Hold	21,900	–	–	0.51%	59
2026 Q1	$740K	Hold	21,900	–	–	0.53%	60
2025 Q4	$750K	Buy	21,900 +4,623	+27%	+$156K	0.55%	55
2025 Q3	$577K	Buy	17,277 +1,072	+7%	+$35K	0.45%	71
2025 Q2	$515K	Buy	16,205 +2,375	+17%	+$71.5K	0.44%	80
2025 Q1	$411K	Buy	13,830 +850	+7%	+$26K	0.37%	91
2024 Q4	$396K	Buy	+12,980	New	+$394K	0.36%	92

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

Michels Family Financial's BUFR Position: Q2 2026 in Review

Michels Family Financial held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 21,900 shares worth $800K. The position accounts for 0.51% of the portfolio, ranked #59.

Michels Family Financial first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Michels Family Financial held 21,900 shares of FT Vest Fund of Buffer ETFs worth $800K as of Q2 2026.
Michels Family Financial left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.51% of Michels Family Financial's portfolio in Q2 2026, its #59 holding.
Michels Family Financial first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.