Solitude Financial Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Solitude Financial Services’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	$10.6M	Buy	291,131 +3,127	+1%	+$112K	2.94%	9
2026 Q1	$10.1M	Buy	288,004 +14,274	+5%	+$490K	3%	8
2025 Q4	$9.38M	Sell	273,730 -14,279	-5%	-$482K	3.09%	8
2025 Q3	$9.63M	Buy	288,009 +6,413	+2%	+$209K	3.29%	9
2025 Q2	$8.95M	Buy	281,596 +16,970	+6%	+$511K	3.24%	8
2025 Q1	$7.86M	Sell	264,626 -112,419	-30%	-$3.44M	3.05%	9
2024 Q4	$11.5M	Sell	377,045 -28,728	-7%	-$871K	5.03%	7
2024 Q3	$12.1M	Buy	405,773 +1,941	+0.5%	+$56.7K	5.18%	7
2024 Q2	$11.7M	Buy	403,832 +17,281	+4%	+$488K	5.43%	7
2024 Q1	$10.8M	Buy	+386,551	New	+$10.5M	4.98%	8

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

Solitude Financial Services's BUFR Position: Q2 2026 in Review

Solitude Financial Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.1% in Q2 2026, buying an estimated $112K and bringing the position to 291,131 shares worth $10.6M. The position accounts for 2.94% of the portfolio, ranked #9.

Solitude Financial Services first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.1M in Q3 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Solitude Financial Services held 291,131 shares of FT Vest Fund of Buffer ETFs worth $10.6M as of Q2 2026.
Solitude Financial Services bought 3,127 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $112K.
FT Vest Fund of Buffer ETFs made up 2.94% of Solitude Financial Services's portfolio in Q2 2026, its #9 holding.
Solitude Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Solitude Financial Services's FT Vest Fund of Buffer ETFs position peaked at $12.1M in Q3 2024.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.