Regal Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Regal Investment Advisors’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	$12.3M	Buy	335,642 +20,167	+6%	+$722K	0.64%	28
2026 Q1	$10.7M	Buy	315,475 +18,932	+6%	+$650K	0.62%	32
2025 Q4	$10.2M	Buy	296,543 +12,376	+4%	+$418K	0.61%	31
2025 Q3	$9.5M	Buy	284,167 +21,325	+8%	+$696K	0.62%	34
2025 Q2	$8.36M	Buy	262,842 +15,136	+6%	+$456K	0.63%	36
2025 Q1	$7.35M	Buy	247,706 +24,208	+11%	+$740K	0.59%	40
2024 Q4	$6.81M	Buy	223,498 +46,871	+27%	+$1.42M	0.51%	51
2024 Q3	$5.28M	Buy	176,627 +31,332	+22%	+$916K	0.37%	77
2024 Q2	$4.2M	Buy	145,295 +45,505	+46%	+$1.28M	0.27%	104
2024 Q1	$2.79M	Buy	+99,790	New	+$2.72M	0.19%	143
2023 Q4	–	Sell	-21,185	Closed	-$519K	–	548
2023 Q3	$519K	Buy	21,185 +6,669	+46%	+$168K	0.04%	285
2023 Q2	$363K	Sell	14,516 -14,398	-50%	-$345K	0.03%	357
2023 Q1	$679K	Buy	28,914 +3,051	+12%	+$70K	0.06%	242
2022 Q4	$574K	Sell	25,863 -2,829	-10%	-$62.3K	0.06%	253
2022 Q3	$598K	Buy	+28,692	New	+$638K	0.06%	234

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

Regal Investment Advisors's BUFR Position: Q2 2026 in Review

Regal Investment Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 6.4% in Q2 2026, buying an estimated $722K and bringing the position to 335,642 shares worth $12.3M. The position accounts for 0.64% of the portfolio, ranked #28.

Regal Investment Advisors first reported a position in BUFR in Q3 2022 and has held it in 15 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Regal Investment Advisors held 335,642 shares of FT Vest Fund of Buffer ETFs worth $12.3M as of Q2 2026.
Regal Investment Advisors bought 20,167 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $722K.
FT Vest Fund of Buffer ETFs made up 0.64% of Regal Investment Advisors's portfolio in Q2 2026, its #28 holding.
Regal Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 15 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.