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

Prosperity Financial 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	$268K	Hold	7,341	–	–	0.08%	166
2026 Q1	$248K	Sell	7,341 -150	-2%	-$5.15K	0.09%	162
2025 Q4	$257K	Hold	7,491	–	–	0.09%	150
2025 Q3	$250K	Hold	7,491	–	–	0.09%	147
2025 Q2	$238K	Hold	7,491	–	–	0.1%	143
2025 Q1	$222K	Hold	7,491	–	–	0.11%	142
2024 Q4	$228K	Sell	7,491 -1,475	-16%	-$44.7K	0.11%	144
2024 Q3	$268K	Hold	8,966	–	–	0.15%	119
2024 Q2	$259K	Sell	8,966 -1,850	-17%	-$52.2K	0.16%	115
2024 Q1	$302K	Buy	+10,816	New	+$295K	0.19%	109

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 Financial Group's BUFR Position: Q2 2026 in Review

Prosperity Financial Group held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 7,341 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #166.

Prosperity Financial Group first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $302K in Q1 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Prosperity Financial Group held 7,341 shares of FT Vest Fund of Buffer ETFs worth $268K as of Q2 2026.
Prosperity Financial Group left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.08% of Prosperity Financial Group's portfolio in Q2 2026, its #166 holding.
Prosperity Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Prosperity Financial Group's FT Vest Fund of Buffer ETFs position peaked at $302K in Q1 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.