Seros Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Seros Financial’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	$9.7M	Buy	265,438 +5,294	+2%	+$190K	5.05%	10
2026 Q1	$8.79M	Buy	260,144 +62,288	+31%	+$2.14M	5.59%	10
2025 Q4	$6.78M	Sell	197,856 -1,117	-0.6%	-$37.7K	3.98%	10
2025 Q3	$6.65M	Sell	198,973 -285,954	-59%	-$9.33M	4.02%	11
2025 Q2	$15.4M	Buy	484,927 +307,605	+173%	+$9.26M	9.77%	1
2025 Q1	$5.26M	Buy	177,322 +4,473	+3%	+$137K	3.93%	13
2024 Q4	$5M	Buy	+172,849	New	+$5.24M	4.5%	10

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

Seros Financial's BUFR Position: Q2 2026 in Review

Seros Financial increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2% in Q2 2026, buying an estimated $190K and bringing the position to 265,438 shares worth $9.7M. The position accounts for 5.05% of the portfolio, ranked #10.

Seros Financial first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q2 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Seros Financial held 265,438 shares of FT Vest Fund of Buffer ETFs worth $9.7M as of Q2 2026.
Seros Financial bought 5,294 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $190K.
FT Vest Fund of Buffer ETFs made up 5.05% of Seros Financial's portfolio in Q2 2026, its #10 holding.
Seros Financial first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Seros Financial's FT Vest Fund of Buffer ETFs position peaked at $15.4M in Q2 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.