Pinnacle Wealth Management Advisory Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.15M Sell
58,890
-11,855
-17% -$425K 0.13% 121
2026
Q1
$2.39M Hold
70,745
0.16% 108
2025
Q4
$2.42M Buy
70,745
+9,560
+16% +$323K 0.17% 102
2025
Q3
$2.04M Sell
61,185
-2,400
-4% -$78.3K 0.15% 103
2025
Q2
$2.02M Buy
63,585
+1,340
+2% +$40.3K 0.17% 101
2025
Q1
$1.85M Buy
62,245
+3,335
+6% +$102K 0.17% 99
2024
Q4
$1.79M Buy
58,910
+20,310
+53% +$616K 0.17% 96
2024
Q3
$1.15M Buy
38,600
+11,800
+44% +$345K 0.11% 124
2024
Q2
$775K Sell
26,800
-450
-2% -$12.7K 0.08% 146
2024
Q1
$762K Buy
27,250
+1,250
+5% +$34.1K 0.08% 147
2023
Q4
$691K Buy
+26,000
New +$657K 0.08% 149

Other funds holding BUFR

Pinnacle Wealth Management Advisory Group's BUFR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q2 2026, selling an estimated $425K and leaving 58,890 shares worth $2.15M. The position accounts for 0.13% of the portfolio, ranked #121.

Pinnacle Wealth Management Advisory Group first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 58,890 shares of FT Vest Fund of Buffer ETFs worth $2.15M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 11,855 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $425K.
  • FT Vest Fund of Buffer ETFs made up 0.13% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
  • Pinnacle Wealth Management Advisory Group's FT Vest Fund of Buffer ETFs position peaked at $2.42M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.