Spire Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Spire Wealth Management’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	$625K	Sell	17,122 -2,464	-13%	-$88.3K	0.02%	502
2026 Q1	$661K	Buy	19,586 +38	+0.2%	+$1.3K	0.02%	472
2025 Q4	$670K	Sell	19,548 -359	-2%	-$12.1K	0.02%	476
2025 Q3	$665K	Sell	19,907 -300	-1%	-$9.79K	0.02%	462
2025 Q2	$643K	Hold	20,207	–	–	0.02%	458
2025 Q1	$600K	Buy	20,207 +11,516	+133%	+$352K	0.02%	522
2024 Q4	$265K	Buy	+8,691	New	+$264K	0.01%	738
2022 Q2	–	Sell	-155	Closed	-$4K	–	2670
2022 Q1	$4K	Hold	155	–	–	﹤0.01%	2269
2021 Q4	$4K	Hold	155	–	–	﹤0.01%	2609
2021 Q3	$4K	Hold	155	–	–	﹤0.01%	2321
2021 Q2	$4K	Buy	+155	New	+$3.5K	﹤0.01%	2348

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

Spire Wealth Management's BUFR Position: Q2 2026 in Review

Spire Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 13% in Q2 2026, selling an estimated $88.3K and leaving 17,122 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #502.

Spire Wealth Management first reported a position in BUFR in Q2 2021 and has held it in 11 quarters since. The position peaked at $670K in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Spire Wealth Management held 17,122 shares of FT Vest Fund of Buffer ETFs worth $625K as of Q2 2026.
Spire Wealth Management sold 2,464 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $88.3K.
FT Vest Fund of Buffer ETFs made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #502 holding.
Spire Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 11 quarters since.
Spire Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $670K in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.