Richmond Investment Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Richmond Investment Services’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	$656K	Sell	17,946 -15,912	-47%	-$570K	0.21%	63
2026 Q1	$1.14M	Buy	33,858 +13,428	+66%	+$461K	0.18%	82
2025 Q4	$700K	Buy	20,430 +6,510	+47%	+$220K	0.12%	108
2025 Q3	$465K	Buy	13,920 +436	+3%	+$14.2K	0.09%	143
2025 Q2	$429K	Buy	+13,484	New	+$406K	0.09%	139
2025 Q1	–	Sell	-7,753	Closed	-$236K	–	113
2024 Q4	$236K	Buy	+7,753	New	+$235K	0.13%	96

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

Richmond Investment Services's BUFR Position: Q2 2026 in Review

Richmond Investment Services reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 47% in Q2 2026, selling an estimated $570K and leaving 17,946 shares worth $656K. The position accounts for 0.21% of the portfolio, ranked #63.

Richmond Investment Services first reported a position in BUFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2026. 538 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Richmond Investment Services held 17,946 shares of FT Vest Fund of Buffer ETFs worth $656K as of Q2 2026.
Richmond Investment Services sold 15,912 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $570K.
FT Vest Fund of Buffer ETFs made up 0.21% of Richmond Investment Services's portfolio in Q2 2026, its #63 holding.
Richmond Investment Services first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's FT Vest Fund of Buffer ETFs position peaked at $1.14M in Q1 2026.
538 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.