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

Summit Wealth Partners’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 		$904K Buy
24,734
+203
+0.8% +$7.27K 0.13% 115
2026
Q1 		$828K Sell
24,531
-2,467
-9% -$84.7K 0.13% 117
2025
Q4 		$925K Buy
26,998
+9,573
+55% +$323K 0.17% 84
2025
Q3 		$582K Buy
17,425
+830
+5% +$27.1K 0.11% 124
2025
Q2 		$528K Sell
16,595
-245
-1% -$7.37K 0.1% 129
2025
Q1 		$500K Sell
16,840
-996
-6% -$30.4K 0.1% 123
2024
Q4 		$543K Sell
17,836
-488
-3% -$14.8K 0.11% 119
2024
Q3 		$548K Sell
18,324
-1,000
-5% -$29.2K 0.11% 133
2024
Q2 		$559K Hold
19,324
– – 0.12% 126
2024
Q1 		$540K Sell
19,324
-135
-0.7% -$3.68K 0.12% 124
2023
Q4 		$517K Sell
19,459
-626
-3% -$15.8K 0.12% 118
2023
Q3 		$492K Sell
20,085
-2,989
-13% -$75.1K 0.13% 109
2023
Q2 		$578K Sell
23,074
-376
-2% -$9K 0.14% 98
2023
Q1 		$550K Sell
23,450
-956
-4% -$21.9K 0.14% 98
2022
Q4 		$542K Sell
24,406
-187
-0.8% -$4.12K 0.14% 101
2022
Q3 		$513K Hold
24,593
– – 0.14% 84
2022
Q2 		$528K Buy
24,593
+5,727
+30% +$128K 0.14% 91
2022
Q1 		$448K Buy
18,866
+646
+4% +$15.1K 0.1% 104
2021
Q4 		$438K Buy
+18,220
New +$430K 0.09% 105

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

Summit Wealth Partners's BUFR Position: Q2 2026 in Review

Summit Wealth Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.83% in Q2 2026, buying an estimated $7.27K and bringing the position to 24,734 shares worth $904K. The position accounts for 0.13% of the portfolio, ranked #115.

Summit Wealth Partners first reported a position in BUFR in Q4 2021 and has held it in 19 quarters since. The position peaked at $925K in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Summit Wealth Partners held 24,734 shares of FT Vest Fund of Buffer ETFs worth $904K as of Q2 2026.
  • Summit Wealth Partners bought 203 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $7.27K.
  • FT Vest Fund of Buffer ETFs made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Summit Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 19 quarters since.
  • Summit Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $925K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.