Pursue Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Pursue Wealth Partners’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	-8,970	Closed	-$303K	–	96
2026 Q1	$303K	Hold	8,970	–	–	0.18%	79
2025 Q4	$307K	Hold	8,970	–	–	0.15%	80
2025 Q3	$300K	Hold	8,970	–	–	0.16%	86
2025 Q2	$285K	Hold	8,970	–	–	0.16%	88
2025 Q1	$266K	Hold	8,970	–	–	0.16%	94
2024 Q4	$273K	Hold	8,970	–	–	0.16%	91
2024 Q3	$268K	Hold	8,970	–	–	0.15%	93
2024 Q2	$259K	Sell	8,970 -28,030	-76%	-$791K	0.14%	89
2024 Q1	$1.03M	Buy	+37,000	New	+$1.01M	0.61%	41

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

Pursue Wealth Partners's BUFR Position: Q2 2026 in Review

Pursue Wealth Partners sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 8,970 shares — an estimated $303K sold.

Pursue Wealth Partners first reported a position in BUFR in Q1 2024 and held it in 9 quarters. The position peaked at $1.03M in Q1 2024. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Pursue Wealth Partners reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
Pursue Wealth Partners sold 8,970 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $303K.
Pursue Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and held it in 9 quarters.
Pursue Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $1.03M in Q1 2024.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.