Strategic Financial Concepts’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Strategic Financial Concepts’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	$1.86M	Sell	51,018 -69,299	-58%	-$2.48M	0.55%	52
2026 Q1	$4.06M	Buy	120,317 +59,051	+96%	+$2.03M	1%	24
2025 Q4	$2.1M	Buy	61,266 +30,995	+102%	+$1.05M	1.92%	14
2025 Q3	$1.01M	Buy	30,271 +1,267	+4%	+$41.3K	0.15%	77
2025 Q2	$922K	Sell	29,004 -2,464	-8%	-$74.2K	0.13%	93
2025 Q1	$934K	Buy	31,468 +9,283	+42%	+$284K	0.18%	125
2024 Q4	$676K	Buy	22,185 +12,482	+129%	+$379K	0.13%	157
2024 Q3	$290K	Sell	9,703 -185,917	-95%	-$5.43M	0.09%	175
2024 Q2	$117K	Buy	195,620 +185,538	+1,840%	+$5.23M	0.07%	163
2024 Q1	$282K	Buy	+10,082	New	+$275K	0.07%	235

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Strategic Financial Concepts's BUFR Position: Q2 2026 in Review

Strategic Financial Concepts reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 58% in Q2 2026, selling an estimated $2.48M and leaving 51,018 shares worth $1.86M. The position accounts for 0.55% of the portfolio, ranked #52.

Strategic Financial Concepts first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.06M in Q1 2026. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Strategic Financial Concepts held 51,018 shares of FT Vest Fund of Buffer ETFs worth $1.86M as of Q2 2026.
Strategic Financial Concepts sold 69,299 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.48M.
FT Vest Fund of Buffer ETFs made up 0.55% of Strategic Financial Concepts's portfolio in Q2 2026, its #52 holding.
Strategic Financial Concepts first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Strategic Financial Concepts's FT Vest Fund of Buffer ETFs position peaked at $4.06M in Q1 2026.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.