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Savvy Advisors Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Savvy Advisors Inc’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 		$837K Buy
22,923
+2,015
+10% +$72.2K 0.02% 586
2026
Q1 		$706K Buy
20,908
+1,795
+9% +$61.6K 0.02% 548
2025
Q4 		$655K Buy
19,113
+11,049
+137% +$373K 0.02% 476
2025
Q3 		$269K Sell
8,064
-1,450
-15% -$47.3K 0.01% 664
2025
Q2 		$303K Sell
9,514
-2,046
-18% -$61.6K 0.02% 490
2025
Q1 		$343K Buy
+11,560
New +$353K 0.03% 361

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Savvy Advisors Inc's BUFR Position: Q2 2026 in Review

Savvy Advisors Inc increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 9.6% in Q2 2026, buying an estimated $72.2K and bringing the position to 22,923 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #586.

Savvy Advisors Inc first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Savvy Advisors Inc held 22,923 shares of FT Vest Fund of Buffer ETFs worth $837K as of Q2 2026.
  • Savvy Advisors Inc bought 2,015 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $72.2K.
  • FT Vest Fund of Buffer ETFs made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #586 holding.
  • Savvy Advisors Inc first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
  • 539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.