NewEdge Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

NewEdge Wealth’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	$1.87M	Sell	51,205 -2,565	-5%	-$91.9K	0.02%	481
2026 Q1	$1.82M	Buy	+53,770	New	+$1.85M	0.02%	456
2025 Q3	–	Sell	-20,295	Closed	-$657K	–	1027
2025 Q2	$657K	Buy	+20,295	New	+$611K	0.01%	630

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

NewEdge Wealth's BUFR Position: Q2 2026 in Review

NewEdge Wealth reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.8% in Q2 2026, selling an estimated $91.9K and leaving 51,205 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #481.

NewEdge Wealth first reported a position in BUFR in Q2 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

NewEdge Wealth held 51,205 shares of FT Vest Fund of Buffer ETFs worth $1.87M as of Q2 2026.
NewEdge Wealth sold 2,565 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $91.9K.
FT Vest Fund of Buffer ETFs made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #481 holding.
NewEdge Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 3 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.