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

Summit Financial’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	$3.6M	Sell	98,646 -2,573	-3%	-$92.2K	0.04%	440
2026 Q1	$3.42M	Buy	101,219 +128	+0.1%	+$4.39K	0.04%	421
2025 Q4	$3.46M	Sell	101,091 -2,891	-3%	-$97.6K	0.05%	343
2025 Q3	$3.48M	Buy	+103,982	New	+$3.39M	0.05%	341

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

Summit Financial's BUFR Position: Q2 2026 in Review

Summit Financial reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.5% in Q2 2026, selling an estimated $92.2K and leaving 98,646 shares worth $3.6M. The position accounts for 0.04% of the portfolio, ranked #440.

Summit Financial first reported a position in BUFR in Q3 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Summit Financial held 98,646 shares of FT Vest Fund of Buffer ETFs worth $3.6M as of Q2 2026.
Summit Financial sold 2,573 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $92.2K.
FT Vest Fund of Buffer ETFs made up 0.04% of Summit Financial's portfolio in Q2 2026, its #440 holding.
Summit Financial first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and has held it in 4 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.