&Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

&Partners’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	$742K	Sell	20,303 -642	-3%	-$23K	﹤0.01%	1607
2026 Q1	$707K	Buy	20,945 +2,572	+14%	+$88.3K	﹤0.01%	1498
2025 Q4	$629K	Buy	18,373 +9,013	+96%	+$304K	﹤0.01%	1487
2025 Q3	$313K	Buy	+9,360	New	+$305K	﹤0.01%	1723

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

&Partners's BUFR Position: Q2 2026 in Review

&Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.1% in Q2 2026, selling an estimated $23K and leaving 20,303 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

&Partners first reported a position in BUFR in Q3 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

&Partners held 20,303 shares of FT Vest Fund of Buffer ETFs worth $742K as of Q2 2026.
&Partners sold 642 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $23K.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1607 holding.
&Partners first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.