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 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

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

Pinnacle Associates's BUFR Position: Q2 2026 in Review

Pinnacle Associates reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 25% in Q2 2026, selling an estimated $800K and leaving 66,390 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #389.

Pinnacle Associates first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Pinnacle Associates held 66,390 shares of FT Vest Fund of Buffer ETFs worth $2.43M as of Q2 2026.
Pinnacle Associates sold 22,325 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $800K.
FT Vest Fund of Buffer ETFs made up 0.03% of Pinnacle Associates's portfolio in Q2 2026, its #389 holding.
Pinnacle Associates first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Pinnacle Associates's FT Vest Fund of Buffer ETFs position peaked at $3.14M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.