Nvest Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Nvest Financial’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	$3.09M	Sell	84,458 -1,422	-2%	-$50.9K	0.98%	30
2026 Q1	$2.9M	Sell	85,880 -2,243	-3%	-$77K	1.08%	26
2025 Q4	$3.02M	Buy	88,123 +40,633	+86%	+$1.37M	1.26%	22
2025 Q3	$1.59M	Sell	47,490 -40,608	-46%	-$1.32M	0.91%	33
2025 Q2	$2.8M	Sell	88,098 -1,769	-2%	-$53.2K	1.46%	23
2025 Q1	$2.67M	Hold	89,867	–	–	1.43%	25
2024 Q4	$2.74M	Buy	+89,867	New	+$2.73M	1.39%	23

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

Nvest Financial's BUFR Position: Q2 2026 in Review

Nvest Financial reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.7% in Q2 2026, selling an estimated $50.9K and leaving 84,458 shares worth $3.09M. The position accounts for 0.98% of the portfolio, ranked #30.

Nvest Financial first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Nvest Financial held 84,458 shares of FT Vest Fund of Buffer ETFs worth $3.09M as of Q2 2026.
Nvest Financial sold 1,422 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $50.9K.
FT Vest Fund of Buffer ETFs made up 0.98% of Nvest Financial's portfolio in Q2 2026, its #30 holding.
Nvest Financial first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
538 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.