PMG Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

PMG Wealth Management’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	$10.2M	Buy	279,745 +4,193	+2%	+$150K	6.32%	3
2026 Q1	$9.31M	Buy	275,552 +8,594	+3%	+$295K	6.71%	2
2025 Q4	$9.15M	Buy	266,958 +9,998	+4%	+$338K	6.7%	4
2025 Q3	$8.57M	Buy	256,960 +10,235	+4%	+$334K	6.53%	4
2025 Q2	$7.85M	Buy	246,725 +15,200	+7%	+$457K	6.48%	4
2025 Q1	$6.87M	Buy	231,525 +2,635	+1%	+$80.5K	7.3%	4
2024 Q4	$6.97M	Buy	+228,890	New	+$6.94M	6.35%	5

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

PMG Wealth Management's BUFR Position: Q2 2026 in Review

PMG Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.5% in Q2 2026, buying an estimated $150K and bringing the position to 279,745 shares worth $10.2M. The position accounts for 6.32% of the portfolio, ranked #3.

PMG Wealth Management first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

PMG Wealth Management held 279,745 shares of FT Vest Fund of Buffer ETFs worth $10.2M as of Q2 2026.
PMG Wealth Management bought 4,193 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $150K.
FT Vest Fund of Buffer ETFs made up 6.32% of PMG Wealth Management's portfolio in Q2 2026, its #3 holding.
PMG Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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