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 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 $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sound View Wealth Advisors Group's BUFR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.3% in Q1 2026, selling an estimated $398K and leaving 883,125 shares worth $29.8M. The position accounts for 2.03% of the portfolio, ranked #9.

Sound View Wealth Advisors Group first reported a position in BUFR in Q4 2022 and has held it in 11 quarters since. The position peaked at $30.7M in Q4 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Sound View Wealth Advisors Group held 883,125 shares of FT Vest Fund of Buffer ETFs worth $29.8M as of Q1 2026.
Sound View Wealth Advisors Group sold 11,593 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $398K.
FT Vest Fund of Buffer ETFs made up 2.03% of Sound View Wealth Advisors Group's portfolio in Q1 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 11 quarters since.
Sound View Wealth Advisors Group's FT Vest Fund of Buffer ETFs position peaked at $30.7M in Q4 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.