Riverbend Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Riverbend Wealth Management’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	$1.55M	Buy	42,334 +3,257	+8%	+$117K	0.78%	36
2026 Q1	$1.32M	Buy	39,077 +1,372	+4%	+$47.1K	0.76%	35
2025 Q4	$1.29M	Sell	37,705 -1,839	-5%	-$62.1K	0.8%	35
2025 Q3	$1.32M	Sell	39,544 -1,462	-4%	-$47.7K	0.92%	29
2025 Q2	$1.3M	Buy	41,006 +4,301	+12%	+$129K	0.99%	28
2025 Q1	$1.09M	Buy	36,705 +6,836	+23%	+$209K	0.98%	28
2024 Q4	$910K	Buy	+29,869	New	+$906K	0.81%	37

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

Riverbend Wealth Management's BUFR Position: Q2 2026 in Review

Riverbend Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.3% in Q2 2026, buying an estimated $117K and bringing the position to 42,334 shares worth $1.55M. The position accounts for 0.78% of the portfolio, ranked #36.

Riverbend Wealth Management first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Riverbend Wealth Management held 42,334 shares of FT Vest Fund of Buffer ETFs worth $1.55M as of Q2 2026.
Riverbend Wealth Management bought 3,257 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $117K.
FT Vest Fund of Buffer ETFs made up 0.78% of Riverbend Wealth Management's portfolio in Q2 2026, its #36 holding.
Riverbend Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.