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

Sowell 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	$791K	Sell	21,655 -607	-3%	-$21.7K	0.03%	521
2026 Q1	$752K	Sell	22,262 -1,461	-6%	-$50.2K	0.03%	511
2025 Q4	$813K	Sell	23,723 -116	-0.5%	-$3.92K	0.03%	494
2025 Q3	$797K	Sell	23,839 -4,298	-15%	-$140K	0.03%	492
2025 Q2	$895K	Sell	28,137 -131,200	-82%	-$3.95M	0.04%	443
2025 Q1	$4.73M	Buy	159,337 +133,479	+516%	+$4.08M	0.22%	102
2024 Q4	$788K	Sell	25,858 -31,397	-55%	-$952K	0.04%	349
2024 Q3	$1.55M	Buy	+57,255	New	+$1.67M	0.07%	275
2024 Q2	–	Sell	-15,634	Closed	-$437K	–	529
2024 Q1	$437K	Buy	15,634 +202	+1%	+$5.5K	0.02%	471
2023 Q4	$410K	Buy	+15,432	New	+$390K	0.02%	452
2021 Q2	–	Sell	-979	Closed	-$22K	–	832
2021 Q1	$22K	Hold	979	–	–	﹤0.01%	2017
2020 Q4	$21K	Hold	979	–	–	﹤0.01%	1715
2020 Q3	$20K	Buy	+979	New	+$19.7K	﹤0.01%	1556

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 22.9% 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

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

Sowell Financial Services reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.7% in Q2 2026, selling an estimated $21.7K and leaving 21,655 shares worth $791K. The position accounts for 0.03% of the portfolio, ranked #521.

Sowell Financial Services first reported a position in BUFR in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.73M in Q1 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Sowell Financial Services held 21,655 shares of FT Vest Fund of Buffer ETFs worth $791K as of Q2 2026.
Sowell Financial Services sold 607 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $21.7K.
FT Vest Fund of Buffer ETFs made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #521 holding.
Sowell Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q3 2020 and has held it in 13 quarters since.
Sowell Financial Services's FT Vest Fund of Buffer ETFs position peaked at $4.73M in Q1 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.