Prism Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Prism 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 Q3	$3.18M	Sell	83,984 -4,038	-5%	-$150K	0.8%	32
2026 Q2	$3.22M	Sell	88,022 -991	-1%	-$35.5K	0.78%	30
2026 Q1	$3.01M	Sell	89,013 -926	-1%	-$31.8K	0.8%	30
2025 Q4	$3.08M	Sell	89,939 -15,032	-14%	-$508K	0.82%	30
2025 Q3	$3.51M	Sell	104,971 -16,436	-14%	-$536K	0.95%	33
2025 Q2	$3.86M	Buy	+121,407	New	+$3.65M	1.1%	31

Other funds holding BUFR

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Prism Advisors's BUFR Position: Q3 2026 in Review

Prism Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 4.6% in Q3 2026, selling an estimated $150K and leaving 83,984 shares worth $3.18M. The position accounts for 0.8% of the portfolio, ranked #32.

Prism Advisors first reported a position in BUFR in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.86M in Q2 2025. 26 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Prism Advisors held 83,984 shares of FT Vest Fund of Buffer ETFs worth $3.18M as of Q3 2026.
Prism Advisors sold 4,038 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $150K.
FT Vest Fund of Buffer ETFs made up 0.8% of Prism Advisors's portfolio in Q3 2026, its #32 holding.
Prism Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 6 quarters since.
Prism Advisors's FT Vest Fund of Buffer ETFs position peaked at $3.86M in Q2 2025.
26 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.