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

Synergy Financial Group’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	$1.01M	Sell	27,732 -4,640	-14%	-$166K	0.73%	29
2026 Q1	$1.09M	Buy	32,372 +539	+2%	+$18.5K	0.82%	24
2025 Q4	$1.09M	Sell	31,833 -1,815	-5%	-$61.3K	0.77%	26
2025 Q3	$1.12M	Buy	33,648 +3,017	+10%	+$98.4K	0.76%	29
2025 Q2	$974K	Sell	30,631 -36	-0.1%	-$1.08K	0.72%	32
2025 Q1	$911K	Buy	30,667 +6,463	+27%	+$198K	0.82%	28
2024 Q4	$737K	Buy	24,204 +2,612	+12%	+$79.2K	0.61%	37
2024 Q3	$645K	Buy	21,592 +7,675	+55%	+$224K	0.61%	35
2024 Q2	$402K	Buy	+13,917	New	+$393K	0.42%	46

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

Synergy Financial Group's BUFR Position: Q2 2026 in Review

Synergy Financial Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 14% in Q2 2026, selling an estimated $166K and leaving 27,732 shares worth $1.01M. The position accounts for 0.73% of the portfolio, ranked #29.

Synergy Financial Group first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Synergy Financial Group held 27,732 shares of FT Vest Fund of Buffer ETFs worth $1.01M as of Q2 2026.
Synergy Financial Group sold 4,640 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $166K.
FT Vest Fund of Buffer ETFs made up 0.73% of Synergy Financial Group's portfolio in Q2 2026, its #29 holding.
Synergy Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
Synergy Financial Group's FT Vest Fund of Buffer ETFs position peaked at $1.12M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.