Split Rock Private Trading & Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Split Rock Private Trading & 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	$6.22M	Buy	166,009 +3,117	+2%	+$116K	4.18%	6
2026 Q2	$5.95M	Buy	162,892 +784	+0.5%	+$28.1K	4.08%	6
2026 Q1	$5.47M	Buy	162,108 +5,174	+3%	+$178K	4.24%	8
2025 Q4	$5.38M	Buy	+156,934	New	+$5.3M	4.31%	7

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

Split Rock Private Trading & Wealth Management's BUFR Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.9% in Q3 2026, buying an estimated $116K and bringing the position to 166,009 shares worth $6.22M. The position accounts for 4.18% of the portfolio, ranked #6.

Split Rock Private Trading & Wealth Management first reported a position in BUFR in Q4 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Split Rock Private Trading & Wealth Management held 166,009 shares of FT Vest Fund of Buffer ETFs worth $6.22M as of Q3 2026.
Split Rock Private Trading & Wealth Management bought 3,117 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $116K.
FT Vest Fund of Buffer ETFs made up 4.18% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #6 holding.
Split Rock Private Trading & Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 4 quarters since.
400 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.