SimpliFi Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

SimpliFi Inc’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	$451K	Hold	12,341	–	–	0.18%	31
2026 Q1	$417K	Hold	12,341	–	–	0.18%	31
2025 Q4	$423K	Hold	12,341	–	–	0.18%	29
2025 Q3	$412K	Hold	12,341	–	–	0.18%	34
2025 Q2	$392K	Hold	12,341	–	–	0.17%	37
2025 Q1	$366K	Sell	12,341 -367,798	-97%	-$11.2M	0.17%	38
2024 Q4	$11.6M	Sell	380,139 -4,146	-1%	-$126K	5.3%	8
2024 Q3	$11.5M	Sell	384,285 -1,341	-0.3%	-$39.2K	5.09%	9
2024 Q2	$11.2M	Sell	385,626 -3,575	-0.9%	-$101K	5.15%	8
2024 Q1	$10.9M	Sell	389,201 -7,935	-2%	-$216K	4.98%	9
2023 Q4	$9.73M	Hold	397,136	–	–	4.79%	8
2023 Q3	$9.73M	Sell	397,136 -24,029	-6%	-$604K	4.79%	8
2023 Q2	$10.5M	Sell	421,165 -653	-0.2%	-$15.6K	4.99%	8
2023 Q1	$9.9M	Buy	+421,818	New	+$9.68M	4.87%	6

Other funds holding BUFR

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SimpliFi Inc's BUFR Position: Q2 2026 in Review

SimpliFi Inc held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 12,341 shares worth $451K. The position accounts for 0.18% of the portfolio, ranked #31.

SimpliFi Inc first reported a position in BUFR in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.6M in Q4 2024. 260 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

SimpliFi Inc held 12,341 shares of FT Vest Fund of Buffer ETFs worth $451K as of Q2 2026.
SimpliFi Inc left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.18% of SimpliFi Inc's portfolio in Q2 2026, its #31 holding.
SimpliFi Inc first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 14 quarters since.
SimpliFi Inc's FT Vest Fund of Buffer ETFs position peaked at $11.6M in Q4 2024.
260 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.