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

Simplicity Wealth’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	$6.23M	Buy	170,511 +61,094	+56%	+$2.19M	0.21%	110
2026 Q1	$3.7M	Buy	109,417 +10,432	+11%	+$358K	0.21%	107
2025 Q4	$3.39M	Buy	98,985 +17,417	+21%	+$588K	0.2%	116
2025 Q3	$2.73M	Sell	81,568 -19,091	-19%	-$623K	0.16%	143
2025 Q2	$3.2M	Buy	100,659 +16,791	+20%	+$505K	0.13%	156
2025 Q1	$2.49M	Buy	83,868 +14,426	+21%	+$441K	0.19%	130
2024 Q4	$2.12M	Sell	69,442 -11,141	-14%	-$338K	0.44%	39
2024 Q3	$2.41M	Sell	80,583 -377,675	-82%	-$11M	0.22%	95
2024 Q2	$13.3M	Buy	458,258 +102,271	+29%	+$2.89M	0.3%	64
2024 Q1	$9.95M	Buy	+355,987	New	+$9.7M	0.24%	83

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

Simplicity Wealth's BUFR Position: Q2 2026 in Review

Simplicity Wealth increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 56% in Q2 2026, buying an estimated $2.19M and bringing the position to 170,511 shares worth $6.23M. The position accounts for 0.21% of the portfolio, ranked #110.

Simplicity Wealth first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q2 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Simplicity Wealth held 170,511 shares of FT Vest Fund of Buffer ETFs worth $6.23M as of Q2 2026.
Simplicity Wealth bought 61,094 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.19M.
FT Vest Fund of Buffer ETFs made up 0.21% of Simplicity Wealth's portfolio in Q2 2026, its #110 holding.
Simplicity Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's FT Vest Fund of Buffer ETFs position peaked at $13.3M in Q2 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.