Private Advisory Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Private Advisory Group’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	–	Sell	-25,919	Closed	-$875K	–	301
2026 Q1	$875K	Sell	25,919 -7,190	-22%	-$247K	0.06%	164
2025 Q4	$1.13M	Buy	33,109 +3,575	+12%	+$121K	0.09%	114
2025 Q3	$987K	Sell	29,534 -3,971	-12%	-$130K	0.08%	123
2025 Q2	$1.07M	Sell	33,505 -64,244	-66%	-$1.93M	0.1%	120
2025 Q1	$2.9M	Buy	97,749 +63,201	+183%	+$1.93M	0.32%	67
2024 Q4	$1.05M	Sell	34,548 -207	-0.6%	-$6.28K	0.12%	113
2024 Q3	$1.04M	Buy	34,755 +911	+3%	+$26.6K	0.12%	113
2024 Q2	$979K	Buy	33,844 +920	+3%	+$26K	0.13%	105
2024 Q1	$921K	Buy	32,924 +361	+1%	+$9.84K	0.13%	105
2023 Q4	$865K	Sell	32,563 -6,940	-18%	-$175K	0.15%	108
2023 Q3	$967K	Sell	39,503 -18,281	-32%	-$459K	0.19%	96
2023 Q2	$1.45M	Sell	57,784 -76,725	-57%	-$1.84M	0.29%	84
2023 Q1	$3.16M	Sell	134,509 -114,047	-46%	-$2.62M	0.67%	39
2022 Q4	$5.52M	Buy	248,556 +76,510	+44%	+$1.69M	1.21%	28
2022 Q3	$3.58M	Buy	172,046 +67,398	+64%	+$1.5M	0.82%	39
2022 Q2	$2.25M	Buy	104,648 +37,619	+56%	+$842K	0.51%	52
2022 Q1	$1.59M	Buy	67,029 +53,387	+391%	+$1.25M	0.31%	62
2021 Q4	$328K	Buy	13,642 +1,860	+16%	+$43.9K	0.06%	113
2021 Q3	$270K	Sell	11,782 -4,521	-28%	-$105K	0.07%	109
2021 Q2	$374K	Sell	16,303 -2,264	-12%	-$51.2K	0.09%	98
2021 Q1	$410K	Sell	18,567 -132,259	-88%	-$2.88M	0.12%	104
2020 Q4	$3.24M	Buy	+150,826	New	+$3.14M	1.07%	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

Private Advisory Group's BUFR Position: Q2 2026 in Review

Private Advisory Group sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 25,919 shares — an estimated $875K sold.

Private Advisory Group first reported a position in BUFR in Q4 2020 and held it in 22 quarters. The position peaked at $5.52M in Q4 2022. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Private Advisory Group reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
Private Advisory Group sold 25,919 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $875K.
Private Advisory Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2020 and held it in 22 quarters.
Private Advisory Group's FT Vest Fund of Buffer ETFs position peaked at $5.52M in Q4 2022.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.