Silver Oak Securities’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Silver Oak Securities’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	$3.21M	Buy	87,967 +9,536	+12%	+$342K	0.2%	116
2026 Q1	$2.65M	Buy	78,431 +31,316	+66%	+$1.08M	0.19%	114
2025 Q4	$1.62M	Buy	47,115 +39,729	+538%	+$1.34M	0.11%	192
2025 Q3	$247K	Buy	7,386 +55	+0.8%	+$1.79K	0.02%	640
2025 Q2	$233K	Sell	7,331 -1,471	-17%	-$44.3K	0.02%	611
2025 Q1	$260K	Sell	8,802 -810	-8%	-$24.8K	0.02%	539
2024 Q4	$293K	Sell	9,612 -42,384	-82%	-$1.29M	0.03%	516
2024 Q3	$1.55M	Sell	51,996 -4,935	-9%	-$144K	0.16%	138
2024 Q2	$1.65M	Sell	56,931 -2,906	-5%	-$82K	0.25%	92
2024 Q1	$1.67M	Buy	59,837 +5,951	+11%	+$162K	0.26%	91
2023 Q4	$1.43M	Buy	53,886 +50,582	+1,531%	+$1.28M	0.19%	122
2023 Q3	$80.9K	Sell	3,304 -17,330	-84%	-$435K	0.02%	350
2023 Q2	$517K	Buy	20,634 +1,366	+7%	+$32.7K	0.08%	222
2023 Q1	$452K	Buy	19,268 +238	+1%	+$5.46K	0.07%	208
2022 Q4	$423K	Buy	19,030 +15,726	+476%	+$347K	0.08%	179
2022 Q3	$80.9K	Buy	+3,304	New	+$73.5K	0.02%	350

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

Silver Oak Securities's BUFR Position: Q2 2026 in Review

Silver Oak Securities increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 12% in Q2 2026, buying an estimated $342K and bringing the position to 87,967 shares worth $3.21M. The position accounts for 0.2% of the portfolio, ranked #116.

Silver Oak Securities first reported a position in BUFR in Q3 2022 and has held it in 16 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Silver Oak Securities held 87,967 shares of FT Vest Fund of Buffer ETFs worth $3.21M as of Q2 2026.
Silver Oak Securities bought 9,536 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $342K.
FT Vest Fund of Buffer ETFs made up 0.2% of Silver Oak Securities's portfolio in Q2 2026, its #116 holding.
Silver Oak Securities first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 16 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.