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

OneAscent Financial 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	$3.08M	Buy	82,226 +47,016	+134%	+$1.74M	0.19%	94
2026 Q2	$1.29M	Buy	35,210 +1,574	+5%	+$56.4K	0.06%	192
2026 Q1	$1.14M	Buy	33,636 +2,664	+9%	+$91.5K	0.06%	189
2025 Q4	$1.06M	Buy	30,972 +1,698	+6%	+$57.3K	0.1%	138
2025 Q3	$978K	Buy	29,274 +2,256	+8%	+$73.6K	0.07%	191
2025 Q2	$859K	Sell	27,018 -120	-0.4%	-$3.61K	0.06%	205
2025 Q1	$806K	Buy	27,138 +15,455	+132%	+$472K	0.05%	236
2024 Q4	$356K	Buy	+11,683	New	+$354K	0.03%	319
2024 Q3	–	Sell	-37,872	Closed	-$1.1M	–	199
2024 Q2	$1.1M	Buy	+37,872	New	+$1.07M	0.15%	87

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

OneAscent Financial Services's BUFR Position: Q3 2026 in Review

OneAscent Financial Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 134% in Q3 2026, buying an estimated $1.74M and bringing the position to 82,226 shares worth $3.08M. The position accounts for 0.19% of the portfolio, ranked #94.

OneAscent Financial Services first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

OneAscent Financial Services held 82,226 shares of FT Vest Fund of Buffer ETFs worth $3.08M as of Q3 2026.
OneAscent Financial Services bought 47,016 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $1.74M.
FT Vest Fund of Buffer ETFs made up 0.19% of OneAscent Financial Services's portfolio in Q3 2026, its #94 holding.
OneAscent Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
511 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.