PCS
BUFR icon

Private Client Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Private Client Services’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 		$286K Hold
7,637
– – 0.08% 183
2026
Q2 		$279K Buy
7,637
+1,544
+25% +$55.3K 0.07% 185
2026
Q1 		$206K Buy
+6,093
New +$209K 0.06% 201

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
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
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Private Client Services's BUFR Position: Q3 2026 in Review

Private Client Services held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2026 at 7,637 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #183.

Private Client Services first reported a position in BUFR in Q1 2026 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Private Client Services held 7,637 shares of FT Vest Fund of Buffer ETFs worth $286K as of Q3 2026.
  • Private Client Services left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2026.
  • FT Vest Fund of Buffer ETFs made up 0.08% of Private Client Services's portfolio in Q3 2026, its #183 holding.
  • Private Client Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.