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NorthRock Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

NorthRock Partners’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 		$61.6M Buy
1,687,130
+257,898
+18% +$9.24M 0.89% 25
2026
Q1 		$48.3M Buy
1,429,232
+236,376
+20% +$8.12M 0.78% 28
2025
Q4 		$40.9M Buy
1,192,856
+249,695
+26% +$8.43M 0.69% 31
2025
Q3 		$31.5M Buy
943,161
+33,948
+4% +$1.11M 0.57% 31
2025
Q2 		$28.9M Buy
909,213
+70,013
+8% +$2.11M 0.75% 26
2025
Q1 		$24.9M Buy
839,200
+78,397
+10% +$2.4M 0.84% 22
2024
Q4 		$23.2M Buy
760,803
+13,397
+2% +$406K 0.76% 23
2024
Q3 		$22.3M Buy
747,406
+39,804
+6% +$1.16M 0.73% 22
2024
Q2 		$20.5M Buy
707,602
+86,469
+14% +$2.44M 0.77% 21
2024
Q1 		$17.4M Buy
621,133
+61,648
+11% +$1.68M 0.67% 23
2023
Q4 		$14.9M Buy
559,485
+287,653
+106% +$7.27M 0.62% 25
2023
Q3 		$6.66M Buy
271,832
+3,546
+1% +$89.1K 0.69% 24
2023
Q2 		$6.72M Sell
268,286
-69,853
-21% -$1.67M 0.74% 20
2023
Q1 		$7.94M Buy
338,139
+31,194
+10% +$716K 0.84% 16
2022
Q4 		$6.82M Sell
306,945
-26,638
-8% -$587K 0.78% 16
2022
Q3 		$6.95M Buy
333,583
+8,523
+3% +$190K 0.81% 15
2022
Q2 		$6.98M Buy
325,060
+14,469
+5% +$324K 0.73% 18
2022
Q1 		$7.38M Buy
+310,591
New +$7.27M 0.66% 21

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

NorthRock Partners's BUFR Position: Q2 2026 in Review

NorthRock Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 18% in Q2 2026, buying an estimated $9.24M and bringing the position to 1,687,130 shares worth $61.6M. The position accounts for 0.89% of the portfolio, ranked #25.

NorthRock Partners first reported a position in BUFR in Q1 2022 and has held it in 18 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • NorthRock Partners held 1,687,130 shares of FT Vest Fund of Buffer ETFs worth $61.6M as of Q2 2026.
  • NorthRock Partners bought 257,898 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $9.24M.
  • FT Vest Fund of Buffer ETFs made up 0.89% of NorthRock Partners's portfolio in Q2 2026, its #25 holding.
  • NorthRock Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 18 quarters since.
  • 539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.