Richard W. Paul & Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Richard W. Paul & Associates’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	$1.99M	Buy	54,540 +105	+0.2%	+$3.76K	0.61%	38
2026 Q1	$1.84M	Buy	54,435 +729	+1%	+$25K	0.62%	34
2025 Q4	$1.84M	Buy	53,706 +49,651	+1,224%	+$1.68M	0.61%	34
2025 Q3	$136K	Sell	4,055 -1,250	-24%	-$40.8K	0.05%	167
2025 Q2	$169K	Hold	5,305	–	–	0.06%	170
2025 Q1	$158K	Hold	5,305	–	–	0.06%	170
2024 Q4	$162K	Buy	5,305 +2,000	+61%	+$60.7K	0.06%	174
2024 Q3	$98.8K	Buy	+3,305	New	+$96.6K	0.04%	190

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

Richard W. Paul & Associates's BUFR Position: Q2 2026 in Review

Richard W. Paul & Associates increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.19% in Q2 2026, buying an estimated $3.76K and bringing the position to 54,540 shares worth $1.99M. The position accounts for 0.61% of the portfolio, ranked #38.

Richard W. Paul & Associates first reported a position in BUFR in Q3 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Richard W. Paul & Associates held 54,540 shares of FT Vest Fund of Buffer ETFs worth $1.99M as of Q2 2026.
Richard W. Paul & Associates bought 105 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $3.76K.
FT Vest Fund of Buffer ETFs made up 0.61% of Richard W. Paul & Associates's portfolio in Q2 2026, its #38 holding.
Richard W. Paul & Associates first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 8 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.