PKS Advisory Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

PKS Advisory Services’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	$2.09M	Sell	57,241 -544	-0.9%	-$19.5K	0.33%	62
2026 Q1	$1.95M	Buy	57,785 +79	+0.1%	+$2.71K	0.45%	46
2025 Q4	$1.98M	Sell	57,706 -26,257	-31%	-$887K	0.45%	45
2025 Q3	$2.81M	Sell	83,963 -9,626	-10%	-$314K	0.59%	31
2025 Q2	$2.98M	Buy	93,589 +3,491	+4%	+$105K	0.73%	24
2025 Q1	$2.68M	Buy	90,098 +10,409	+13%	+$318K	0.73%	26
2024 Q4	$2.43M	Buy	+79,689	New	+$2.42M	0.61%	30

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

PKS Advisory Services's BUFR Position: Q2 2026 in Review

PKS Advisory Services reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.94% in Q2 2026, selling an estimated $19.5K and leaving 57,241 shares worth $2.09M. The position accounts for 0.33% of the portfolio, ranked #62.

PKS Advisory Services first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q2 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

PKS Advisory Services held 57,241 shares of FT Vest Fund of Buffer ETFs worth $2.09M as of Q2 2026.
PKS Advisory Services sold 544 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $19.5K.
FT Vest Fund of Buffer ETFs made up 0.33% of PKS Advisory Services's portfolio in Q2 2026, its #62 holding.
PKS Advisory Services first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's FT Vest Fund of Buffer ETFs position peaked at $2.98M in Q2 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.