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 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

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

Precedent Wealth Partners's BUFR Position: Q2 2026 in Review

Precedent Wealth Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.7% in Q2 2026, selling an estimated $69K and leaving 49,547 shares worth $1.81M. The position accounts for 0.3% of the portfolio, ranked #94.

Precedent Wealth Partners first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Precedent Wealth Partners held 49,547 shares of FT Vest Fund of Buffer ETFs worth $1.81M as of Q2 2026.
Precedent Wealth Partners sold 1,927 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $69K.
FT Vest Fund of Buffer ETFs made up 0.3% of Precedent Wealth Partners's portfolio in Q2 2026, its #94 holding.
Precedent Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.