National Wealth Management Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

National Wealth Management 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	–	Sell	-5,991	Closed	-$202K	–	229
2026 Q1	$202K	Sell	5,991 -1,126	-16%	-$38.7K	0.08%	212
2025 Q4	$244K	Buy	+7,117	New	+$240K	0.08%	207
2025 Q2	–	Sell	-8,296	Closed	-$246K	–	163
2025 Q1	$246K	Buy	+8,296	New	+$254K	0.16%	125
2022 Q2	–	Sell	-46,974	Closed	-$1.12M	–	112
2022 Q1	$1.12M	Sell	46,974 -25,199	-35%	-$590K	1.08%	26
2021 Q4	$1.73M	Buy	+72,173	New	+$1.7M	1.62%	16

Other funds holding BUFR

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SFS

Symphony Financial Services Akron, Ohio $223M AUM 21.25% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

National Wealth Management Group's BUFR Position: Q2 2026 in Review

National Wealth Management Group sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 5,991 shares — an estimated $202K sold.

National Wealth Management Group first reported a position in BUFR in Q4 2021 and held it in 5 quarters. The position peaked at $1.73M in Q4 2021. 142 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

National Wealth Management Group reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
National Wealth Management Group sold 5,991 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $202K.
National Wealth Management Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and held it in 5 quarters.
National Wealth Management Group's FT Vest Fund of Buffer ETFs position peaked at $1.73M in Q4 2021.
142 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.