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

SteelPeak Wealth’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 Q1	–	Sell	-20,154	Closed	-$690K	–	586
2025 Q4	$690K	Sell	20,154 -9,896	-33%	-$334K	0.02%	316
2025 Q3	$1M	Sell	30,050 -500	-2%	-$16.3K	0.03%	284
2025 Q2	$971K	Sell	30,550 -300	-1%	-$9.03K	0.04%	263
2025 Q1	$916K	Buy	30,850 +200	+0.7%	+$6.11K	0.04%	268
2024 Q4	$934K	Sell	30,650 -700	-2%	-$21.2K	0.04%	258
2024 Q3	$937K	Sell	31,350 -400	-1%	-$11.7K	0.04%	242
2024 Q2	$918K	Buy	+31,750	New	+$896K	0.04%	239

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SteelPeak Wealth's BUFR Position: Q1 2026 in Review

SteelPeak Wealth sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 20,154 shares — an estimated $690K sold.

SteelPeak Wealth first reported a position in BUFR in Q2 2024 and held it in 7 quarters. The position peaked at $1M in Q3 2025. 508 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

SteelPeak Wealth reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 20,154 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $690K.
SteelPeak Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and held it in 7 quarters.
SteelPeak Wealth's FT Vest Fund of Buffer ETFs position peaked at $1M in Q3 2025.
508 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.