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Stephens Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Stephens Inc’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 		$2.31M Buy
63,328
+28,077
+80% +$1.01M 0.03% 468
2026
Q1 		$1.19M Sell
35,251
-30,488
-46% -$1.05M 0.01% 595
2025
Q4 		$2.25M Sell
65,739
-1,562
-2% -$52.7K 0.03% 453
2025
Q3 		$2.25M Sell
67,301
-3,701
-5% -$121K 0.03% 459
2025
Q2 		$2.26M Sell
71,002
-3,808
-5% -$115K 0.03% 438
2025
Q1 		$2.22M Buy
74,810
+19,140
+34% +$585K 0.03% 434
2024
Q4 		$1.7M Sell
55,670
-185,571
-77% -$5.63M 0.02% 480
2024
Q3 		$7.21M Buy
241,241
+206,548
+595% +$6.04M 0.1% 207
2024
Q2 		$1M Sell
34,693
-1,665
-5% -$47K 0.02% 589
2024
Q1 		$1.02M Sell
36,358
-1,585
-4% -$43.2K 0.02% 570
2023
Q4 		$1.01M Sell
37,943
-320
-0.8% -$8.09K 0.02% 531
2023
Q3 		$937K Sell
38,263
-1,907
-5% -$47.9K 0.02% 532
2023
Q2 		$1.01M Sell
40,170
-7,040
-15% -$169K 0.02% 552
2023
Q1 		$1.11M Sell
47,210
-6,325
-12% -$145K 0.02% 510
2022
Q4 		$1.19M Buy
53,535
+270
+0.5% +$5.95K 0.02% 473
2022
Q3 		$1.11M Buy
+53,265
New +$1.18M 0.02% 496

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stephens Inc's BUFR Position: Q2 2026 in Review

Stephens Inc increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 80% in Q2 2026, buying an estimated $1.01M and bringing the position to 63,328 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #468.

Stephens Inc first reported a position in BUFR in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.21M in Q3 2024. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Stephens Inc held 63,328 shares of FT Vest Fund of Buffer ETFs worth $2.31M as of Q2 2026.
  • Stephens Inc bought 28,077 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.01M.
  • FT Vest Fund of Buffer ETFs made up 0.03% of Stephens Inc's portfolio in Q2 2026, its #468 holding.
  • Stephens Inc first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 16 quarters since.
  • Stephens Inc's FT Vest Fund of Buffer ETFs position peaked at $7.21M in Q3 2024.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.