Novem Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Novem 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	$3.86M	Buy	105,778 +2,540	+2%	+$91K	0.39%	61
2026 Q1	$3.49M	Buy	103,238 +53,400	+107%	+$1.83M	0.4%	62
2025 Q4	$1.71M	Sell	49,838 -153	-0.3%	-$5.17K	0.2%	96
2025 Q3	$1.67M	Buy	49,991 +540	+1%	+$17.6K	0.2%	94
2025 Q2	$1.57M	Buy	49,451 +11,188	+29%	+$337K	0.2%	89
2025 Q1	$1.14M	Sell	38,263 -2,758	-7%	-$84.3K	0.16%	111
2024 Q4	$1.25M	Buy	+41,021	New	+$1.24M	0.18%	97

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

Novem Group's BUFR Position: Q2 2026 in Review

Novem Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.5% in Q2 2026, buying an estimated $91K and bringing the position to 105,778 shares worth $3.86M. The position accounts for 0.39% of the portfolio, ranked #61.

Novem 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.

Novem Group held 105,778 shares of FT Vest Fund of Buffer ETFs worth $3.86M as of Q2 2026.
Novem Group bought 2,540 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $91K.
FT Vest Fund of Buffer ETFs made up 0.39% of Novem Group's portfolio in Q2 2026, its #61 holding.
Novem 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 Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.