NBC Securities’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

NBC Securities’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 Q3	$1.27M	Buy	33,935 +2,247	+7%	+$83.4K	0.09%	255
2026 Q2	$1.16M	Buy	31,688 +1,683	+6%	+$60.3K	0.08%	271
2026 Q1	$1.01M	Sell	30,005 -1,824	-6%	-$62.6K	0.08%	281
2025 Q4	$1.09M	Buy	31,829 +203	+0.6%	+$6.85K	0.08%	259
2025 Q3	$1.06M	Buy	31,626 +2,516	+9%	+$82.1K	0.08%	271
2025 Q2	$925K	Buy	29,110 +1,000	+4%	+$30.1K	0.08%	293
2025 Q1	$834K	Buy	28,110 +28,085	+112,340%	+$858K	0.07%	288
2024 Q4	$791	Sell	25 -24,212	-100%	-$734K	0.07%	296
2024 Q3	$724K	Buy	24,237 +7,365	+44%	+$215K	0.06%	344
2024 Q2	$487K	Buy	16,872 +6,155	+57%	+$174K	0.04%	446
2024 Q1	$299K	Buy	10,717 +5,940	+124%	+$162K	0.03%	600
2023 Q4	$126K	Sell	4,777 -253	-5%	-$6.39K	0.01%	876
2023 Q3	$123K	Buy	+5,030	New	+$126K	0.01%	860

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

NBC Securities's BUFR Position: Q3 2026 in Review

NBC Securities increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.1% in Q3 2026, buying an estimated $83.4K and bringing the position to 33,935 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #255.

NBC Securities first reported a position in BUFR in Q3 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

NBC Securities held 33,935 shares of FT Vest Fund of Buffer ETFs worth $1.27M as of Q3 2026.
NBC Securities bought 2,247 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $83.4K.
FT Vest Fund of Buffer ETFs made up 0.09% of NBC Securities's portfolio in Q3 2026, its #255 holding.
NBC Securities first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 13 quarters since.
195 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.