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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's BUFR Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.48% in Q2 2026, buying an estimated $28.1K and bringing the position to 162,892 shares worth $5.95M. The position accounts for 4.08% 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 3 quarters since. 333 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Split Rock Private Trading & Wealth Management held 162,892 shares of FT Vest Fund of Buffer ETFs worth $5.95M as of Q2 2026.
Split Rock Private Trading & Wealth Management bought 784 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $28.1K.
FT Vest Fund of Buffer ETFs made up 4.08% of Split Rock Private Trading & Wealth Management's portfolio in Q2 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 3 quarters since.
333 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.