Precedent Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Precedent Wealth Partners’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	$1.88M	Buy	50,122 +575	+1%	+$21.3K	0.29%	95
2026 Q2	$1.81M	Sell	49,547 -1,927	-4%	-$69K	0.3%	94
2026 Q1	$1.74M	Buy	51,474 +2,041	+4%	+$70.1K	0.35%	87
2025 Q4	$1.69M	Sell	49,433 -1,791	-3%	-$60.5K	0.36%	84
2025 Q3	$1.71M	Buy	51,224 +2,395	+5%	+$78.1K	0.38%	77
2025 Q2	$1.55M	Buy	48,829 +10,287	+27%	+$310K	0.38%	77
2025 Q1	$1.14M	Sell	38,542 -481	-1%	-$14.7K	0.32%	85
2024 Q4	$1.19M	Buy	39,023 +6,569	+20%	+$199K	0.39%	77
2024 Q3	$970K	Buy	+32,454	New	+$948K	0.32%	80

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

Precedent Wealth Partners's BUFR Position: Q3 2026 in Review

Precedent Wealth Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.2% in Q3 2026, buying an estimated $21.3K and bringing the position to 50,122 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #95.

Precedent Wealth Partners first reported a position in BUFR in Q3 2024 and has held it in 9 quarters since. 183 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Precedent Wealth Partners held 50,122 shares of FT Vest Fund of Buffer ETFs worth $1.88M as of Q3 2026.
Precedent Wealth Partners bought 575 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $21.3K.
FT Vest Fund of Buffer ETFs made up 0.29% of Precedent Wealth Partners's portfolio in Q3 2026, its #95 holding.
Precedent Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 9 quarters since.
183 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.