Secured Retirement Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Secured Retirement 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	$2.35M	Sell	64,318 -229	-0.4%	-$8.2K	1.21%	15
2026 Q1	$2.18M	Sell	64,547 -1,027	-2%	-$35.3K	1.23%	21
2025 Q4	$2.25M	Sell	65,574 -4,462	-6%	-$151K	1.25%	21
2025 Q3	$2.34M	Buy	70,036 +620	+0.9%	+$20.2K	1.31%	18
2025 Q2	$2.21M	Buy	69,416 +44,499	+179%	+$1.34M	1.32%	16
2025 Q1	$740K	Sell	24,917 -94,732	-79%	-$2.89M	0.48%	87
2024 Q4	$3.65M	Sell	119,649 -1,245	-1%	-$37.8K	2.09%	5
2024 Q3	$3.61M	Buy	120,894 +1,351	+1%	+$39.5K	2.6%	4
2024 Q2	$3.46M	Buy	119,543 +992	+0.8%	+$28K	2.7%	4
2024 Q1	$3.31M	Buy	118,551 +822	+0.7%	+$22.4K	2.81%	4
2023 Q4	$3.13M	Buy	+117,729	New	+$2.97M	3.01%	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

Secured Retirement Advisors's BUFR Position: Q2 2026 in Review

Secured Retirement Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.35% in Q2 2026, selling an estimated $8.2K and leaving 64,318 shares worth $2.35M. The position accounts for 1.21% of the portfolio, ranked #15.

Secured Retirement Advisors first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.65M in Q4 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Secured Retirement Advisors held 64,318 shares of FT Vest Fund of Buffer ETFs worth $2.35M as of Q2 2026.
Secured Retirement Advisors sold 229 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $8.2K.
FT Vest Fund of Buffer ETFs made up 1.21% of Secured Retirement Advisors's portfolio in Q2 2026, its #15 holding.
Secured Retirement Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's FT Vest Fund of Buffer ETFs position peaked at $3.65M in Q4 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.