Sound View Wealth Advisors Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Sound View Wealth Advisors Group’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	$32.3M	Sell	882,918 -207	-0%	-$7.41K	2%	9
2026 Q1	$29.8M	Sell	883,125 -11,593	-1%	-$398K	2.03%	9
2025 Q4	$30.7M	Buy	894,718 +26,024	+3%	+$879K	2.06%	9
2025 Q3	$29M	Buy	868,694 +17,464	+2%	+$570K	2%	8
2025 Q2	$27.1M	Buy	851,230 +28,388	+3%	+$854K	2%	8
2025 Q1	$24.4M	Buy	822,842 +25,530	+3%	+$780K	2%	7
2024 Q4	$24.3M	Buy	797,312 +25,079	+3%	+$761K	1.96%	7
2024 Q3	$23.1M	Buy	772,233 +179,410	+30%	+$5.24M	1.88%	9
2024 Q2	$17.1M	Buy	592,823 +80,201	+16%	+$2.26M	1.77%	10
2024 Q1	$14.3M	Buy	512,622 +446,613	+677%	+$12.2M	1.53%	13
2023 Q4	$1.75M	Buy	+66,009	New	+$1.67M	0.19%	115
2023 Q1	–	Sell	-66,009	Closed	-$1.75M	–	371
2022 Q4	$1.75M	Buy	+66,009	New	+$1.45M	0.19%	115

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

Sound View Wealth Advisors Group's BUFR Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.02% in Q2 2026, selling an estimated $7.41K and leaving 882,918 shares worth $32.3M. The position accounts for 2% of the portfolio, ranked #9.

Sound View Wealth Advisors Group first reported a position in BUFR in Q4 2022 and has held it in 12 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Sound View Wealth Advisors Group held 882,918 shares of FT Vest Fund of Buffer ETFs worth $32.3M as of Q2 2026.
Sound View Wealth Advisors Group sold 207 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $7.41K.
FT Vest Fund of Buffer ETFs made up 2% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #9 holding.
Sound View Wealth Advisors Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 12 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.