Prevail Innovative Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Prevail Innovative Wealth Advisors’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	$355K	Hold	9,706	–	–	0.05%	147
2026 Q1	$328K	Sell	9,706 -9,705	-50%	-$333K	0.06%	145
2025 Q4	$665K	Hold	19,411	–	–	0.12%	151
2025 Q3	$649K	Hold	19,411	–	–	0.13%	160
2025 Q2	$617K	Hold	19,411	–	–	0.14%	158
2025 Q1	$576K	Hold	19,411	–	–	0.15%	141
2024 Q4	$591K	Buy	+19,411	New	+$589K	0.17%	116

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

Prevail Innovative Wealth Advisors's BUFR Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 9,706 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #147.

Prevail Innovative Wealth Advisors first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $665K in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Prevail Innovative Wealth Advisors held 9,706 shares of FT Vest Fund of Buffer ETFs worth $355K as of Q2 2026.
Prevail Innovative Wealth Advisors left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Prevail Innovative Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Prevail Innovative Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $665K in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.