Noble Wealth Management PBC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Noble Wealth Management PBC’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	$3.92M	Sell	107,370 -7,089	-6%	-$254K	1.76%	10
2026 Q1	$3.87M	Sell	114,459 -11,179	-9%	-$384K	1.94%	9
2025 Q4	$4.3M	Sell	125,638 -13,532	-10%	-$457K	2.16%	8
2025 Q3	$4.65M	Buy	+139,170	New	+$4.54M	2.48%	5
2025 Q1	$3.43M	Buy	115,479 +2,071	+2%	+$63.3K	2.34%	3
2024 Q4	$3.46M	Buy	+113,408	New	+$3.44M	2.4%	3

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

Noble Wealth Management PBC's BUFR Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.2% in Q2 2026, selling an estimated $254K and leaving 107,370 shares worth $3.92M. The position accounts for 1.76% of the portfolio, ranked #10.

Noble Wealth Management PBC first reported a position in BUFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.65M in Q3 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Noble Wealth Management PBC held 107,370 shares of FT Vest Fund of Buffer ETFs worth $3.92M as of Q2 2026.
Noble Wealth Management PBC sold 7,089 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $254K.
FT Vest Fund of Buffer ETFs made up 1.76% of Noble Wealth Management PBC's portfolio in Q2 2026, its #10 holding.
Noble Wealth Management PBC first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's FT Vest Fund of Buffer ETFs position peaked at $4.65M in Q3 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.