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

Symphony Financial Services’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	$22.4M	Buy	613,484 +121,929	+25%	+$4.37M	10.07%	1
2026 Q1	$16.6M	Buy	491,555 +25,733	+6%	+$884K	8.52%	2
2025 Q4	$16M	Buy	465,822 +25,970	+6%	+$877K	8.18%	2
2025 Q3	$14.7M	Buy	439,852 +4,520	+1%	+$147K	7.91%	2
2025 Q2	$13.8M	Buy	435,332 +11,612	+3%	+$349K	8.27%	2
2025 Q1	$12.6M	Buy	423,720 +351,470	+486%	+$10.7M	8.22%	3
2024 Q4	$2.2M	Buy	+72,250	New	+$2.19M	1.77%	18

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

Symphony Financial Services's BUFR Position: Q2 2026 in Review

Symphony Financial Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 25% in Q2 2026, buying an estimated $4.37M and bringing the position to 613,484 shares worth $22.4M. The position accounts for 10.07% of the portfolio, ranked #1.

Symphony Financial Services first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Symphony Financial Services held 613,484 shares of FT Vest Fund of Buffer ETFs worth $22.4M as of Q2 2026.
Symphony Financial Services bought 121,929 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $4.37M.
FT Vest Fund of Buffer ETFs made up 10.07% of Symphony Financial Services's portfolio in Q2 2026, its #1 holding.
Symphony Financial Services first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.