Sand Hill Global Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Sand Hill Global 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	$368K	Hold	10,061	–	–	0.01%	173
2026 Q1	$340K	Hold	10,061	–	–	0.01%	160
2025 Q4	$345K	Hold	10,061	–	–	0.01%	161
2025 Q3	$336K	Hold	10,061	–	–	0.01%	162
2025 Q2	$320K	Sell	10,061 -67,568	-87%	-$2.03M	0.01%	164
2025 Q1	$2.3M	Buy	+77,629	New	+$2.37M	0.09%	92

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

Sand Hill Global Advisors's BUFR Position: Q2 2026 in Review

Sand Hill Global Advisors held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 10,061 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #173.

Sand Hill Global Advisors first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.3M in Q1 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Sand Hill Global Advisors held 10,061 shares of FT Vest Fund of Buffer ETFs worth $368K as of Q2 2026.
Sand Hill Global Advisors left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #173 holding.
Sand Hill Global Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Sand Hill Global Advisors's FT Vest Fund of Buffer ETFs position peaked at $2.3M in Q1 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.