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 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

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

NBC Securities's BUFR Position: Q2 2026 in Review

NBC Securities increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.6% in Q2 2026, buying an estimated $60.3K and bringing the position to 31,688 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #271.

NBC Securities first reported a position in BUFR in Q3 2023 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

NBC Securities held 31,688 shares of FT Vest Fund of Buffer ETFs worth $1.16M as of Q2 2026.
NBC Securities bought 1,683 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $60.3K.
FT Vest Fund of Buffer ETFs made up 0.08% of NBC Securities's portfolio in Q2 2026, its #271 holding.
NBC Securities first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 12 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.