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

SHP Wealth Management’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 Q1	$2.14M	Sell	63,281 -5,180	-8%	-$178K	0.16%	42
2025 Q4	$2.35M	Buy	+68,461	New	+$2.31M	0.18%	40

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SHP Wealth Management's BUFR Position: Q1 2026 in Review

SHP Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.6% in Q1 2026, selling an estimated $178K and leaving 63,281 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #42.

SHP Wealth Management first reported a position in BUFR in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.35M in Q4 2025. 503 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

SHP Wealth Management held 63,281 shares of FT Vest Fund of Buffer ETFs worth $2.14M as of Q1 2026.
SHP Wealth Management sold 5,180 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $178K.
FT Vest Fund of Buffer ETFs made up 0.16% of SHP Wealth Management's portfolio in Q1 2026, its #42 holding.
SHP Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 2 quarters since.
SHP Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $2.35M in Q4 2025.
503 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.