Pinnacle Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Pinnacle Associates’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	$2.49M	Buy	66,565 +175	+0.3%	+$6.5K	0.03%	376
2026 Q2	$2.43M	Sell	66,390 -22,325	-25%	-$800K	0.03%	389
2026 Q1	$3M	Sell	88,715 -2,990	-3%	-$103K	0.04%	333
2025 Q4	$3.14M	Buy	91,705 +19,585	+27%	+$661K	0.04%	317
2025 Q3	$2.41M	Sell	72,120 -2,400	-3%	-$78.3K	0.03%	363
2025 Q2	$2.37M	Buy	74,520 +340	+0.5%	+$10.2K	0.03%	353
2025 Q1	$2.2M	Buy	74,180 +2,870	+4%	+$87.7K	0.03%	360
2024 Q4	$2.17M	Buy	71,310 +40,975	+135%	+$1.24M	0.03%	354
2024 Q3	$806K	Sell	30,335 -2,165	-7%	-$63.3K	0.01%	501
2024 Q2	$940K	Sell	32,500 -450	-1%	-$12.7K	0.01%	482
2024 Q1	$921K	Buy	32,950 +2,615	+9%	+$71.3K	0.01%	490
2023 Q4	$806K	Buy	+30,335	New	+$767K	0.01%	510

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 19.95% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Pinnacle Associates's BUFR Position: Q3 2026 in Review

Pinnacle Associates increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.26% in Q3 2026, buying an estimated $6.5K and bringing the position to 66,565 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #376.

Pinnacle Associates first reported a position in BUFR in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.14M in Q4 2025. 182 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Pinnacle Associates held 66,565 shares of FT Vest Fund of Buffer ETFs worth $2.49M as of Q3 2026.
Pinnacle Associates bought 175 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $6.5K.
FT Vest Fund of Buffer ETFs made up 0.03% of Pinnacle Associates's portfolio in Q3 2026, its #376 holding.
Pinnacle Associates first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 12 quarters since.
Pinnacle Associates's FT Vest Fund of Buffer ETFs position peaked at $3.14M in Q4 2025.
182 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.