Spartan Wealth Advisory Services LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Spartan Wealth Advisory Services LLC’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	$492K	Sell	13,474 -2,761	-17%	-$98.9K	0.04%	222
2026 Q1	$548K	Buy	+16,235	New	+$557K	0.05%	203

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

Spartan Wealth Advisory Services LLC's BUFR Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q2 2026, selling an estimated $98.9K and leaving 13,474 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #222.

Spartan Wealth Advisory Services LLC first reported a position in BUFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $548K in Q1 2026. 515 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Spartan Wealth Advisory Services LLC held 13,474 shares of FT Vest Fund of Buffer ETFs worth $492K as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 2,761 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $98.9K.
FT Vest Fund of Buffer ETFs made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #222 holding.
Spartan Wealth Advisory Services LLC first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 2 quarters since.
Spartan Wealth Advisory Services LLC's FT Vest Fund of Buffer ETFs position peaked at $548K in Q1 2026.
515 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.