Smallwood Wealth Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Smallwood Wealth Investment 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	$546K	Buy	+14,943	New	+$535K	0.24%	45

Other funds holding BUFR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Smallwood Wealth Investment Management's BUFR Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026: 14,943 shares worth $546K. The stake represents 0.24% of the portfolio and ranks #45 among its holdings.

263 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Smallwood Wealth Investment Management held 14,943 shares of FT Vest Fund of Buffer ETFs worth $546K as of Q2 2026.
FT Vest Fund of Buffer ETFs was a new Smallwood Wealth Investment Management position in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.24% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #45 holding.
263 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.