Savant Capital’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Savant Capital’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 Q3	$2.37M	Sell	63,277 -30,172	-32%	-$1.12M	0.01%	764
2026 Q2	$3.42M	Sell	93,449 -23,298	-20%	-$834K	0.01%	488
2026 Q1	$3.94M	Sell	116,747 -15,828	-12%	-$543K	0.02%	304
2025 Q4	$4.54M	Sell	132,575 -6,485	-5%	-$219K	0.03%	262
2025 Q3	$4.65M	Buy	139,060 +25,319	+22%	+$826K	0.03%	246
2025 Q2	$3.62M	Buy	+113,741	New	+$3.42M	0.03%	258

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Savant Capital's BUFR Position: Q3 2026 in Review

Savant Capital reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 32% in Q3 2026, selling an estimated $1.12M and leaving 63,277 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #764.

Savant Capital first reported a position in BUFR in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.65M in Q3 2025. 511 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Savant Capital held 63,277 shares of FT Vest Fund of Buffer ETFs worth $2.37M as of Q3 2026.
Savant Capital sold 30,172 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $1.12M.
FT Vest Fund of Buffer ETFs made up 0.01% of Savant Capital's portfolio in Q3 2026, its #764 holding.
Savant Capital first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 6 quarters since.
Savant Capital's FT Vest Fund of Buffer ETFs position peaked at $4.65M in Q3 2025.
511 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.