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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NWF Advisory Services's BUFR Position: Q1 2026 in Review

NWF Advisory Services reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.9% in Q1 2026, selling an estimated $225K and leaving 104,400 shares worth $3.53M. The position accounts for 0.4% of the portfolio, ranked #58.

NWF Advisory Services first reported a position in BUFR in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.08M in Q3 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

NWF Advisory Services held 104,400 shares of FT Vest Fund of Buffer ETFs worth $3.53M as of Q1 2026.
NWF Advisory Services sold 6,550 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $225K.
FT Vest Fund of Buffer ETFs made up 0.4% of NWF Advisory Services's portfolio in Q1 2026, its #58 holding.
NWF Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's FT Vest Fund of Buffer ETFs position peaked at $4.08M in Q3 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.