N.E.W. Advisory Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

N.E.W. Advisory Services’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	$1.46M	Buy	39,921 +795	+2%	+$28.5K	0.1%	84
2026 Q1	$1.32M	Sell	39,126 -96,528	-71%	-$3.31M	0.1%	82
2025 Q4	$4.65M	Buy	135,654 +109,290	+415%	+$3.69M	0.34%	48
2025 Q3	$881K	Buy	26,364 +15,437	+141%	+$504K	0.08%	83
2025 Q2	$347K	Sell	10,927 -81,847	-88%	-$2.46M	0.03%	137
2025 Q1	$2.75M	Buy	92,774 +43,899	+90%	+$1.34M	0.21%	59
2024 Q4	$1.49M	Sell	48,875 -143,945	-75%	-$4.37M	0.14%	67
2024 Q3	$5.76M	Buy	192,820 +24,340	+14%	+$711K	0.57%	31
2024 Q2	$4.87M	Buy	168,480 +10,385	+7%	+$293K	0.53%	31
2024 Q1	$4.42M	Sell	158,095 -171,641	-52%	-$4.68M	0.49%	33
2023 Q4	$8.76M	Buy	329,736 +229,449	+229%	+$5.8M	1.06%	20
2023 Q3	$2.46M	Buy	+100,287	New	+$2.52M	0.35%	45

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

N.E.W. Advisory Services's BUFR Position: Q2 2026 in Review

N.E.W. Advisory Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2% in Q2 2026, buying an estimated $28.5K and bringing the position to 39,921 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #84.

N.E.W. Advisory Services first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.76M in Q4 2023. 390 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

N.E.W. Advisory Services held 39,921 shares of FT Vest Fund of Buffer ETFs worth $1.46M as of Q2 2026.
N.E.W. Advisory Services bought 795 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $28.5K.
FT Vest Fund of Buffer ETFs made up 0.1% of N.E.W. Advisory Services's portfolio in Q2 2026, its #84 holding.
N.E.W. Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
N.E.W. Advisory Services's FT Vest Fund of Buffer ETFs position peaked at $8.76M in Q4 2023.
390 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.