Onyx Bridge Wealth Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Onyx Bridge Wealth Group’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	$4.2M	Sell	114,888 -4,709	-4%	-$169K	0.38%	65
2026 Q1	$4.04M	Buy	119,597 +1,349	+1%	+$46.3K	0.43%	58
2025 Q4	$4.05M	Buy	118,248 +4,373	+4%	+$148K	0.43%	60
2025 Q3	$3.81M	Sell	113,875 -521	-0.5%	-$17K	0.41%	61
2025 Q2	$3.64M	Buy	114,396 +9,433	+9%	+$284K	0.48%	49
2025 Q1	$3.12M	Buy	104,963 +7,383	+8%	+$226K	0.45%	50
2024 Q4	$2.97M	Buy	97,580 +1,852	+2%	+$56.2K	0.43%	51
2024 Q3	$2.86M	Sell	95,728 -168	-0.2%	-$4.91K	0.43%	49
2024 Q2	$2.77M	Sell	95,896 -47	-0%	-$1.33K	0.46%	46
2024 Q1	$2.67M	Sell	95,943 -1,966	-2%	-$53.6K	0.48%	45
2023 Q4	$2.6M	Sell	97,909 -4,552	-4%	-$115K	0.52%	34
2023 Q3	$2.51M	Buy	102,461 +15,170	+17%	+$381K	0.59%	33
2023 Q2	$2.19M	Buy	+87,291	New	+$2.09M	0.52%	39

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

Onyx Bridge Wealth Group's BUFR Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.9% in Q2 2026, selling an estimated $169K and leaving 114,888 shares worth $4.2M. The position accounts for 0.38% of the portfolio, ranked #65.

Onyx Bridge Wealth Group first reported a position in BUFR in Q2 2023 and has held it in 13 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Onyx Bridge Wealth Group held 114,888 shares of FT Vest Fund of Buffer ETFs worth $4.2M as of Q2 2026.
Onyx Bridge Wealth Group sold 4,709 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $169K.
FT Vest Fund of Buffer ETFs made up 0.38% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #65 holding.
Onyx Bridge Wealth Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 13 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.