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 Q3	$4.34M	Buy	115,774 +23,792	+26%	+$883K	2.13%	7
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Optivise Advisory Services's BUFR Position: Q3 2026 in Review

Optivise Advisory Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 26% in Q3 2026, buying an estimated $883K and bringing the position to 115,774 shares worth $4.34M. The position accounts for 2.13% of the portfolio, ranked #7.

Optivise Advisory Services first reported a position in BUFR in Q3 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Optivise Advisory Services held 115,774 shares of FT Vest Fund of Buffer ETFs worth $4.34M as of Q3 2026.
Optivise Advisory Services bought 23,792 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $883K.
FT Vest Fund of Buffer ETFs made up 2.13% of Optivise Advisory Services's portfolio in Q3 2026, its #7 holding.
Optivise Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and has held it in 5 quarters since.
348 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.