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 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	-$1.09M	–	199
2024 Q2	$1.09M	Buy	+37,872	New	+$1.07M	0.15%	87

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

OneAscent Financial Services's BUFR Position: Q2 2026 in Review

OneAscent Financial Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.7% in Q2 2026, buying an estimated $56.4K and bringing the position to 35,210 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #192.

OneAscent Financial Services first reported a position in BUFR in Q2 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

OneAscent Financial Services held 35,210 shares of FT Vest Fund of Buffer ETFs worth $1.29M as of Q2 2026.
OneAscent Financial Services bought 1,574 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $56.4K.
FT Vest Fund of Buffer ETFs made up 0.06% of OneAscent Financial Services's portfolio in Q2 2026, its #192 holding.
OneAscent Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 8 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.