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

Schulz Wealth’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	$12.5M	Buy	+342,573	New	+$12.3M	6.46%	3
2025 Q4	$11.1M	Sell	325,189 -25,088	-7%	-$847K	7.14%	3
2025 Q3	$11.7M	Buy	350,277 +38,136	+12%	+$1.24M	7.74%	3
2025 Q2	$9.93M	Buy	312,141 +14,960	+5%	+$450K	7.42%	3
2025 Q1	$8.82M	Sell	297,181 -16,137	-5%	-$493K	6.73%	4
2024 Q4	$9.55M	Sell	313,318 -14,610	-4%	-$443K	7.33%	3
2024 Q3	$9.8M	Buy	327,928 +9,494	+3%	+$277K	7.58%	4
2024 Q2	$9.21M	Sell	318,434 -3,029	-0.9%	-$85.5K	7.8%	4
2024 Q1	$8.99M	Sell	321,463 -9,244	-3%	-$252K	7.68%	4
2023 Q4	$8.79M	Buy	+330,707	New	+$8.36M	8.4%	4

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

Schulz Wealth's BUFR Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 342,573 shares worth $12.5M. The stake represents 6.46% of the portfolio and ranks #3 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in BUFR as recently as Q4 2025.

Schulz Wealth first reported a position in BUFR in Q4 2023 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Schulz Wealth held 342,573 shares of FT Vest Fund of Buffer ETFs worth $12.5M as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Schulz Wealth position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 6.46% of Schulz Wealth's portfolio in Q2 2026, its #3 holding.
Schulz Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 10 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.