Summit Wealth Group (Colorado)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Summit Wealth Group (Colorado)’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	$1.62M	Hold	44,233	–	–	0.13%	95
2026 Q1	$1.49M	Sell	44,233 -880	-2%	-$30.2K	0.16%	82
2025 Q4	$1.55M	Buy	+45,113	New	+$1.52M	0.2%	71
2025 Q3	–	Sell	-38,511	Closed	-$1.22M	–	498
2025 Q2	$1.22M	Buy	+38,511	New	+$1.16M	0.31%	78

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 Wealth Group (Colorado)'s BUFR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 44,233 shares worth $1.62M. The position accounts for 0.13% of the portfolio, ranked #95.

Summit Wealth Group (Colorado) first reported a position in BUFR in Q2 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Summit Wealth Group (Colorado) held 44,233 shares of FT Vest Fund of Buffer ETFs worth $1.62M as of Q2 2026.
Summit Wealth Group (Colorado) left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.13% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #95 holding.
Summit Wealth Group (Colorado) first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and has held it in 4 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.