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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
Q2 		$1.63M Sell
44,634
-18,647
-29% -$668K 0.11% 69
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
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

SHP Wealth Management's BUFR Position: Q2 2026 in Review

SHP Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 29% in Q2 2026, selling an estimated $668K and leaving 44,634 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #69.

SHP Wealth Management first reported a position in BUFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35M in Q4 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • SHP Wealth Management held 44,634 shares of FT Vest Fund of Buffer ETFs worth $1.63M as of Q2 2026.
  • SHP Wealth Management sold 18,647 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $668K.
  • FT Vest Fund of Buffer ETFs made up 0.11% of SHP Wealth Management's portfolio in Q2 2026, its #69 holding.
  • SHP Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $2.35M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.