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Patriot Financial Group Insurance Agency’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Patriot Financial Group Insurance Agency’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 		$893K Sell
24,434
-14,264
-37% -$511K 0.09% 245
2026
Q1 		$1.31M Buy
38,698
+20,482
+112% +$703K 0.07% 271
2025
Q4 		$624K Buy
18,216
+1,120
+7% +$37.8K 0.07% 265
2025
Q3 		$571K Sell
17,096
-4,115
-19% -$134K 0.07% 260
2025
Q2 		$675K Buy
21,211
+4,982
+31% +$150K 0.08% 267
2025
Q1 		$482K Sell
16,229
-4,113
-20% -$126K 0.06% 302
2024
Q4 		$620K Sell
20,342
-46,873
-70% -$1.42M 0.08% 250
2024
Q3 		$2.01M Buy
67,215
+15,585
+30% +$455K 0.27% 88
2024
Q2 		$1.49M Buy
51,630
+5,899
+13% +$166K 0.22% 105
2024
Q1 		$1.28M Sell
45,731
-2,108
-4% -$57.5K 0.2% 116
2023
Q4 		$1.27M Buy
47,839
+1,266
+3% +$32K 0.24% 101
2023
Q3 		$1.14M Buy
46,573
+9,797
+27% +$246K 0.24% 110
2023
Q2 		$921K Sell
36,776
-2,866
-7% -$68.6K 0.17% 142
2023
Q1 		$930K Sell
39,642
-37,262
-48% -$855K 0.19% 127
2022
Q4 		$1.71M Sell
76,904
-4,571
-6% -$101K 0.23% 53
2022
Q3 		$1.7M Buy
81,475
+72,388
+797% +$1.61M 0.41% 50
2022
Q2 		$195K Sell
9,087
-2,946
-24% -$65.9K 0.04% 386
2022
Q1 		$286K Sell
12,033
-345
-3% -$8.07K 0.05% 334
2021
Q4 		$297K Sell
12,378
-345
-3% -$8.15K 0.05% 354
2021
Q3 		$292K Sell
12,723
-295,780
-96% -$6.84M 0.05% 346
2021
Q2 		$7.08M Sell
308,503
-100,195
-25% -$2.26M 1.29% 7
2021
Q1 		$9.03M Buy
+408,698
New +$8.89M 2.07% 5

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BUFR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 37% in Q2 2026, selling an estimated $511K and leaving 24,434 shares worth $893K. The position accounts for 0.09% of the portfolio, ranked #245.

Patriot Financial Group Insurance Agency first reported a position in BUFR in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.03M in Q1 2021. 347 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 24,434 shares of FT Vest Fund of Buffer ETFs worth $893K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 14,264 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $511K.
  • FT Vest Fund of Buffer ETFs made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #245 holding.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 22 quarters since.
  • Patriot Financial Group Insurance Agency's FT Vest Fund of Buffer ETFs position peaked at $9.03M in Q1 2021.
  • 347 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.