Nations Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Nations Financial 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	$1.96M	Buy	53,704 +3,416	+7%	+$122K	0.09%	227
2026 Q1	$1.7M	Buy	50,288 +2,905	+6%	+$99.7K	0.09%	243
2025 Q4	$1.62M	Buy	47,383 +5,850	+14%	+$198K	0.09%	237
2025 Q3	$1.39M	Buy	41,533 +8,500	+26%	+$277K	0.09%	248
2025 Q2	$1.05M	Buy	33,033 +6,729	+26%	+$203K	0.07%	277
2025 Q1	$781K	Sell	26,304 -5,557	-17%	-$170K	0.06%	324
2024 Q4	$971K	Buy	31,861 +6,528	+26%	+$198K	0.07%	282
2024 Q3	$757K	Buy	25,333 +6,038	+31%	+$176K	0.06%	334
2024 Q2	$558K	Buy	19,295 +733	+4%	+$20.7K	0.05%	381
2024 Q1	$519K	Buy	18,562 +5,464	+42%	+$149K	0.04%	409
2023 Q4	$348K	Buy	13,098 +775	+6%	+$19.6K	0.03%	483
2023 Q3	$302K	Hold	12,323	–	–	0.03%	495
2023 Q2	$309K	Buy	+12,323	New	+$295K	0.03%	486
2022 Q4	–	Sell	-18,163	Closed	-$379K	–	600
2022 Q3	$379K	Hold	18,163	–	–	0.05%	351
2022 Q2	$390K	Buy	+18,163	New	+$406K	0.05%	353

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

Nations Financial Group's BUFR Position: Q2 2026 in Review

Nations Financial Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.8% in Q2 2026, buying an estimated $122K and bringing the position to 53,704 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #227.

Nations Financial Group first reported a position in BUFR in Q2 2022 and has held it in 15 quarters since. 538 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Nations Financial Group held 53,704 shares of FT Vest Fund of Buffer ETFs worth $1.96M as of Q2 2026.
Nations Financial Group bought 3,416 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $122K.
FT Vest Fund of Buffer ETFs made up 0.09% of Nations Financial Group's portfolio in Q2 2026, its #227 holding.
Nations Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and has held it in 15 quarters since.
538 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.