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 Q3	$656K	Buy	17,513 +391	+2%	+$14.5K	0.02%	464
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%	-$9.8K	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 $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Spire Wealth Management's BUFR Position: Q3 2026 in Review

Spire Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.3% in Q3 2026, buying an estimated $14.5K and bringing the position to 17,513 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #464.

Spire Wealth Management first reported a position in BUFR in Q2 2021 and has held it in 12 quarters since. The position peaked at $670K in Q4 2025. 511 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Spire Wealth Management held 17,513 shares of FT Vest Fund of Buffer ETFs worth $656K as of Q3 2026.
Spire Wealth Management bought 391 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $14.5K.
FT Vest Fund of Buffer ETFs made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #464 holding.
Spire Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q2 2021 and has held it in 12 quarters since.
Spire Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $670K in Q4 2025.
511 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.