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 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

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

Prism Advisors's BUFR Position: Q2 2026 in Review

Prism Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.1% in Q2 2026, selling an estimated $35.5K and leaving 88,022 shares worth $3.22M. The position accounts for 0.78% of the portfolio, ranked #30.

Prism Advisors first reported a position in BUFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.86M in Q2 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Prism Advisors held 88,022 shares of FT Vest Fund of Buffer ETFs worth $3.22M as of Q2 2026.
Prism Advisors sold 991 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $35.5K.
FT Vest Fund of Buffer ETFs made up 0.78% of Prism Advisors's portfolio in Q2 2026, its #30 holding.
Prism Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 5 quarters since.
Prism Advisors's FT Vest Fund of Buffer ETFs position peaked at $3.86M in Q2 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.