Nicholson Wealth Management Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Nicholson Wealth Management 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	$595K	Sell	16,286 -322	-2%	-$11.5K	0.35%	82
2026 Q1	$561K	Sell	16,608 -334	-2%	-$11.5K	0.33%	88
2025 Q4	$580K	Buy	16,942 +4,597	+37%	+$155K	0.34%	86
2025 Q3	$413K	Hold	12,345	–	–	0.24%	93
2025 Q2	$393K	Hold	12,345	–	–	0.24%	95
2025 Q1	$367K	Buy	12,345 +89	+0.7%	+$2.72K	0.24%	92
2024 Q4	$373K	Buy	+12,256	New	+$372K	0.25%	91

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

Nicholson Wealth Management Group's BUFR Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.9% in Q2 2026, selling an estimated $11.5K and leaving 16,286 shares worth $595K. The position accounts for 0.35% of the portfolio, ranked #82.

Nicholson Wealth Management Group first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Nicholson Wealth Management Group held 16,286 shares of FT Vest Fund of Buffer ETFs worth $595K as of Q2 2026.
Nicholson Wealth Management Group sold 322 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $11.5K.
FT Vest Fund of Buffer ETFs made up 0.35% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #82 holding.
Nicholson Wealth Management Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.