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Money Concepts Capital’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Money Concepts Capital’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
401,583
+35,610
+10% +$1.28M 0.68% 23
2026
Q1 		$12.4M Buy
365,973
+8,823
+2% +$303K 0.68% 27
2025
Q4 		$12.2M Buy
357,150
+13,170
+4% +$445K 0.69% 25
2025
Q3 		$11.5M Buy
343,980
+13,100
+4% +$427K 0.71% 23
2025
Q2 		$10.5M Sell
330,880
-41,139
-11% -$1.24M 0.7% 24
2025
Q1 		$11M Buy
372,019
+143,816
+63% +$4.39M 0.83% 21
2024
Q4 		$6.95M Sell
228,203
-328,097
-59% -$9.95M 0.52% 42
2024
Q3 		$16.6M Buy
556,300
+271,987
+96% +$7.95M 1.26% 17
2024
Q2 		$8.22M Sell
284,313
-177
-0.1% -$4.99K 0.69% 29
2024
Q1 		$7.95M Buy
284,490
+135,123
+90% +$3.68M 0.73% 32
2023
Q4 		$3.97M Sell
149,367
-128,698
-46% -$3.25M 0.37% 80
2023
Q3 		$6.81M Buy
278,065
+65,007
+31% +$1.63M 0.71% 39
2023
Q2 		$5.33M Buy
213,058
+198,797
+1,394% +$4.76M 0.54% 56
2023
Q1 		$1.05M Sell
14,261
-105,571
-88% -$2.42M 0.06% 209
2022
Q4 		$2.66M Buy
119,832
+118,645
+9,995% +$2.61M 0.12% 156
2022
Q3 		$25K Buy
+1,187
New +$26.4K ﹤0.01% 853
2022
Q2 		– Sell
-114,230
Closed -$2.71M – 1600
2022
Q1 		$2.71M Buy
+114,230
New +$2.67M 0.15% 152

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Money Concepts Capital's BUFR Position: Q2 2026 in Review

Money Concepts Capital increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 9.7% in Q2 2026, buying an estimated $1.28M and bringing the position to 401,583 shares worth $14.7M. The position accounts for 0.68% of the portfolio, ranked #23.

Money Concepts Capital first reported a position in BUFR in Q1 2022 and has held it in 17 quarters since. The position peaked at $16.6M in Q3 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Money Concepts Capital held 401,583 shares of FT Vest Fund of Buffer ETFs worth $14.7M as of Q2 2026.
  • Money Concepts Capital bought 35,610 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.28M.
  • FT Vest Fund of Buffer ETFs made up 0.68% of Money Concepts Capital's portfolio in Q2 2026, its #23 holding.
  • Money Concepts Capital first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 17 quarters since.
  • Money Concepts Capital's FT Vest Fund of Buffer ETFs position peaked at $16.6M in Q3 2024.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.