MPWM Advisory Solutions’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

MPWM Advisory Solutions’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	$51.1K	Sell	1,400 -600	-30%	-$21.5K	0.02%	203
2026 Q1	$67.5K	Sell	2,000 -146	-7%	-$5.01K	0.04%	170
2025 Q4	$73.5K	Sell	2,146 -520	-20%	-$17.6K	0.04%	147
2025 Q3	$89.1K	Hold	2,666	–	–	0.05%	123
2025 Q2	$84.8K	Hold	2,666	–	–	0.05%	125
2025 Q1	$79.2K	Sell	2,666 -9,577	-78%	-$293K	0.06%	112
2024 Q4	$373K	Buy	+12,243	New	+$371K	0.27%	47

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

MPWM Advisory Solutions's BUFR Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 30% in Q2 2026, selling an estimated $21.5K and leaving 1,400 shares worth $51.1K. The position accounts for 0.02% of the portfolio, ranked #203.

MPWM Advisory Solutions first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

MPWM Advisory Solutions held 1,400 shares of FT Vest Fund of Buffer ETFs worth $51.1K as of Q2 2026.
MPWM Advisory Solutions sold 600 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $21.5K.
FT Vest Fund of Buffer ETFs made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #203 holding.
MPWM Advisory Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's FT Vest Fund of Buffer ETFs position peaked at $373K in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.