NWF Advisory Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

NWF Advisory Services’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	$3.97M	Buy	105,963 +5,700	+6%	+$212K	0.37%	60
2026 Q2	$3.66M	Sell	100,263 -4,137	-4%	-$148K	0.34%	57
2026 Q1	$3.53M	Sell	104,400 -6,550	-6%	-$225K	0.4%	58
2025 Q4	$3.8M	Sell	110,950 -11,160	-9%	-$377K	0.42%	53
2025 Q3	$4.08M	Buy	122,110 +8,450	+7%	+$276K	0.45%	50
2025 Q2	$3.61M	Buy	113,660 +30,560	+37%	+$920K	0.43%	54
2025 Q1	$2.47M	Buy	83,100 +70,053	+537%	+$2.14M	0.35%	61
2024 Q4	$398K	Sell	13,047 -75,803	-85%	-$2.3M	0.06%	166
2024 Q3	$2.66M	Buy	88,850 +6,460	+8%	+$189K	0.39%	58
2024 Q2	$2.38M	Sell	82,390 -5,536	-6%	-$156K	0.38%	58
2024 Q1	$2.46M	Buy	87,926 +4,736	+6%	+$129K	0.41%	54
2023 Q4	$2.21M	Buy	83,190 +16,300	+24%	+$412K	0.44%	46
2023 Q3	$1.64M	Buy	66,890 +5,790	+9%	+$146K	0.39%	54
2023 Q2	$1.53M	Hold	61,100	–	–	0.35%	55
2023 Q1	$1.53M	Buy	+61,100	New	+$1.4M	0.36%	55

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NWF Advisory Services's BUFR Position: Q3 2026 in Review

NWF Advisory Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.7% in Q3 2026, buying an estimated $212K and bringing the position to 105,963 shares worth $3.97M. The position accounts for 0.37% of the portfolio, ranked #60.

NWF Advisory Services first reported a position in BUFR in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.08M in Q3 2025. 147 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

NWF Advisory Services held 105,963 shares of FT Vest Fund of Buffer ETFs worth $3.97M as of Q3 2026.
NWF Advisory Services bought 5,700 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $212K.
FT Vest Fund of Buffer ETFs made up 0.37% of NWF Advisory Services's portfolio in Q3 2026, its #60 holding.
NWF Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's FT Vest Fund of Buffer ETFs position peaked at $4.08M in Q3 2025.
147 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.