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 Q3	$3.96M	Buy	105,779 +1	+0%	+$37	0.39%	62
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 $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

Novem Group's BUFR Position: Q3 2026 in Review

Novem Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0% in Q3 2026, buying an estimated $37 and bringing the position to 105,779 shares worth $3.96M. The position accounts for 0.39% of the portfolio, ranked #62.

Novem Group first reported a position in BUFR in Q4 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Novem Group held 105,779 shares of FT Vest Fund of Buffer ETFs worth $3.96M as of Q3 2026.
Novem Group bought 1 FT Vest Fund of Buffer ETFs share in Q3 2026, an estimated $37.
FT Vest Fund of Buffer ETFs made up 0.39% of Novem Group's portfolio in Q3 2026, its #62 holding.
Novem Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 8 quarters since.
356 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.