Next Level Wealth Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Next Level Wealth Planning’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	$48.1K	Buy	+1,283	New	+$47.6K	0.02%	174

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 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 19.94% 1-Year Est. Return

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

Next Level Wealth Planning's BUFR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q3 2026: 1,283 shares worth $48.1K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings.

348 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Next Level Wealth Planning held 1,283 shares of FT Vest Fund of Buffer ETFs worth $48.1K as of Q3 2026.
FT Vest Fund of Buffer ETFs was a new Next Level Wealth Planning position in Q3 2026.
FT Vest Fund of Buffer ETFs made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #174 holding.
348 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.