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 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 $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Synergy Financial Group's BUFR Position: Q1 2026 in Review

Synergy Financial Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.7% in Q1 2026, buying an estimated $18.5K and bringing the position to 32,372 shares worth $1.09M. The position accounts for 0.82% of the portfolio, ranked #24.

Synergy Financial Group first reported a position in BUFR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Synergy Financial Group held 32,372 shares of FT Vest Fund of Buffer ETFs worth $1.09M as of Q1 2026.
Synergy Financial Group bought 539 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $18.5K.
FT Vest Fund of Buffer ETFs made up 0.82% of Synergy Financial Group's portfolio in Q1 2026, its #24 holding.
Synergy Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 8 quarters since.
Synergy Financial Group's FT Vest Fund of Buffer ETFs position peaked at $1.12M in Q3 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.