Sigma Planning Corp’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Sigma Planning Corp’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	$12.6M	Sell	345,093 -4,635	-1%	-$166K	0.32%	50
2026 Q1	$11.8M	Sell	349,728 -22,445	-6%	-$771K	0.33%	50
2025 Q4	$12.1M	Sell	372,173 -7,465	-2%	-$252K	0.33%	50
2025 Q3	$12.7M	Buy	379,638 +4,479	+1%	+$146K	0.36%	43
2025 Q2	$11.9M	Sell	375,159 -172,970	-32%	-$5.21M	0.36%	46
2025 Q1	$16.3M	Buy	548,129 +71,190	+15%	+$2.18M	0.52%	30
2024 Q4	$14.5M	Buy	476,939 +58,026	+14%	+$1.76M	0.46%	34
2024 Q3	$12.5M	Buy	418,913 +103,987	+33%	+$3.04M	0.38%	45
2024 Q2	$9.11M	Buy	314,926 +52,178	+20%	+$1.47M	0.29%	60
2024 Q1	$7.35M	Buy	262,748 +184,698	+237%	+$5.03M	0.23%	82
2023 Q4	$2.07M	Sell	78,050 -76,551	-50%	-$1.93M	0.16%	122
2023 Q3	$3.79M	Sell	154,601 -12,336	-7%	-$310K	0.14%	150
2023 Q2	$4.18M	Buy	166,937 +5	+0%	+$120	0.15%	133
2023 Q1	$3.92M	Sell	166,932 -16,851	-9%	-$387K	0.13%	168
2022 Q4	$4.08M	Buy	183,783 +116,469	+173%	+$2.57M	0.15%	152
2022 Q3	$1.4M	Buy	67,314 +1,713	+3%	+$38.1K	0.05%	344
2022 Q2	$1.41M	Sell	65,601 -6,983	-10%	-$156K	0.05%	355
2022 Q1	$1.73M	Buy	72,584 +31,562	+77%	+$739K	0.05%	356
2021 Q4	$986K	Sell	41,022 -162,906	-80%	-$3.85M	0.03%	552
2021 Q3	$4.68M	Buy	203,928 +89,567	+78%	+$2.07M	0.14%	159
2021 Q2	$2.62M	Buy	+114,361	New	+$2.58M	0.08%	270

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

Sigma Planning Corp's BUFR Position: Q2 2026 in Review

Sigma Planning Corp reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.3% in Q2 2026, selling an estimated $166K and leaving 345,093 shares worth $12.6M. The position accounts for 0.32% of the portfolio, ranked #50.

Sigma Planning Corp first reported a position in BUFR in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.3M in Q1 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Sigma Planning Corp held 345,093 shares of FT Vest Fund of Buffer ETFs worth $12.6M as of Q2 2026.
Sigma Planning Corp sold 4,635 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $166K.
FT Vest Fund of Buffer ETFs made up 0.32% of Sigma Planning Corp's portfolio in Q2 2026, its #50 holding.
Sigma Planning Corp first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 21 quarters since.
Sigma Planning Corp's FT Vest Fund of Buffer ETFs position peaked at $16.3M in Q1 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.