Prosperity Consulting Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Prosperity Consulting 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	$36.4M	Buy	995,937 +83,314	+9%	+$2.98M	1.38%	15
2026 Q1	$30.8M	Buy	912,623 +52,514	+6%	+$1.8M	1.37%	16
2025 Q4	$29.5M	Buy	860,109 +150,208	+21%	+$5.07M	1.33%	18
2025 Q3	$23.7M	Buy	709,901 +365,556	+106%	+$11.9M	1.17%	18
2025 Q2	$11M	Buy	344,345 +66,663	+24%	+$2.01M	0.8%	29
2025 Q1	$8.24M	Buy	277,682 +98,702	+55%	+$3.02M	0.64%	34
2024 Q4	$5.45M	Buy	178,980 +36,103	+25%	+$1.09M	0.41%	56
2024 Q3	$4.27M	Buy	142,877 +117,238	+457%	+$3.43M	0.33%	72
2024 Q2	$741K	Buy	+25,639	New	+$723K	0.1%	144

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

Prosperity Consulting Group's BUFR Position: Q2 2026 in Review

Prosperity Consulting Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 9.1% in Q2 2026, buying an estimated $2.98M and bringing the position to 995,937 shares worth $36.4M. The position accounts for 1.38% of the portfolio, ranked #15.

Prosperity Consulting Group first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Prosperity Consulting Group held 995,937 shares of FT Vest Fund of Buffer ETFs worth $36.4M as of Q2 2026.
Prosperity Consulting Group bought 83,314 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.98M.
FT Vest Fund of Buffer ETFs made up 1.38% of Prosperity Consulting Group's portfolio in Q2 2026, its #15 holding.
Prosperity Consulting Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.