SageGuard Financial Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

SageGuard Financial Group’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	Sell	335,902 -46,042	-12%	-$1.65M	1.72%	13
2026 Q1	$12.9M	Sell	381,944 -73,446	-16%	-$2.52M	2%	12
2025 Q4	$15.6M	Buy	+455,390	New	+$15.4M	2.48%	11
2021 Q3	–	Sell	-10,044	Closed	-$230K	–	37
2021 Q2	$230K	Buy	10,044 +429	+4%	+$9.7K	0.1%	119
2021 Q1	$213K	Buy	+9,615	New	+$209K	0.1%	123

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

SageGuard Financial Group's BUFR Position: Q2 2026 in Review

SageGuard Financial Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 12% in Q2 2026, selling an estimated $1.65M and leaving 335,902 shares worth $12.3M. The position accounts for 1.72% of the portfolio, ranked #13.

SageGuard Financial Group first reported a position in BUFR in Q1 2021 and has held it in 5 quarters since. The position peaked at $15.6M in Q4 2025. 343 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

SageGuard Financial Group held 335,902 shares of FT Vest Fund of Buffer ETFs worth $12.3M as of Q2 2026.
SageGuard Financial Group sold 46,042 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.65M.
FT Vest Fund of Buffer ETFs made up 1.72% of SageGuard Financial Group's portfolio in Q2 2026, its #13 holding.
SageGuard Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 5 quarters since.
SageGuard Financial Group's FT Vest Fund of Buffer ETFs position peaked at $15.6M in Q4 2025.
343 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.