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Steward Partners Investment Advisory’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Steward Partners Investment Advisory’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 		$13.3M Sell
365,194
-9,441
-3% -$338K 0.07% 284
2026
Q1 		$12.7M Sell
374,635
-7,230
-2% -$248K 0.06% 281
2025
Q4 		$13.1M Sell
381,865
-15,000
-4% -$506K 0.07% 244
2025
Q3 		$13.3M Sell
396,865
-10,412
-3% -$340K 0.08% 224
2025
Q2 		$13M Buy
407,277
+8,632
+2% +$260K 0.1% 202
2025
Q1 		$11.8M Buy
398,645
+230,035
+136% +$7.03M 0.1% 193
2024
Q4 		$5.14M Buy
168,610
+8,183
+5% +$248K 0.05% 367
2024
Q3 		$4.8M Buy
160,427
+9,411
+6% +$275K 0.04% 373
2024
Q2 		$4.37M Sell
151,016
-66,867
-31% -$1.89M 0.05% 362
2024
Q1 		$6.09M Sell
217,883
-2,604
-1% -$71K 0.07% 290
2023
Q4 		$5.86M Buy
220,487
+12,575
+6% +$318K 0.08% 250
2023
Q3 		$5.09M Buy
207,912
+10,137
+5% +$255K 0.08% 254
2023
Q2 		$4.95M Buy
197,775
+134,104
+211% +$3.21M 0.07% 266
2023
Q1 		$1.49M Buy
63,671
+30,533
+92% +$700K 0.02% 553
2022
Q4 		$736K Buy
33,138
+28,056
+552% +$618K 0.01% 766
2022
Q3 		$106K Buy
+5,082
New +$113K ﹤0.01% 1469

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

Steward Partners Investment Advisory's BUFR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.5% in Q2 2026, selling an estimated $338K and leaving 365,194 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #284.

Steward Partners Investment Advisory first reported a position in BUFR in Q3 2022 and has held it in 16 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Steward Partners Investment Advisory held 365,194 shares of FT Vest Fund of Buffer ETFs worth $13.3M as of Q2 2026.
  • Steward Partners Investment Advisory sold 9,441 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $338K.
  • FT Vest Fund of Buffer ETFs made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #284 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and has held it in 16 quarters since.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.