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

Optivise 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 Q2	$3.36M	Buy	91,982 +57,912	+170%	+$2.07M	1.71%	10
2026 Q1	$1.15M	Sell	34,070 -46,846	-58%	-$1.61M	0.7%	37
2025 Q4	$2.77M	Buy	80,916 +71,393	+750%	+$2.41M	1.6%	13
2025 Q3	$318K	Buy	+9,523	New	+$311K	0.19%	120

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Optivise Advisory Services's BUFR Position: Q2 2026 in Review

Optivise Advisory Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 170% in Q2 2026, buying an estimated $2.07M and bringing the position to 91,982 shares worth $3.36M. The position accounts for 1.71% of the portfolio, ranked #10.

Optivise Advisory Services first reported a position in BUFR in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Optivise Advisory Services held 91,982 shares of FT Vest Fund of Buffer ETFs worth $3.36M as of Q2 2026.
Optivise Advisory Services bought 57,912 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.07M.
FT Vest Fund of Buffer ETFs made up 1.71% of Optivise Advisory Services's portfolio in Q2 2026, its #10 holding.
Optivise Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.