Synergy Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Synergy Investment Management’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	$734K	Sell	20,098 -2,756	-12%	-$98.7K	0.18%	72
2026 Q1	$772K	Sell	22,854 -557	-2%	-$19.1K	0.25%	60
2025 Q4	$802K	Sell	23,411 -1,107	-5%	-$37.4K	0.28%	54
2025 Q3	$819K	Buy	+24,518	New	+$800K	0.31%	51
2025 Q2	–	Sell	-29,750	Closed	-$883K	–	134
2025 Q1	$883K	Buy	29,750 +20,329	+216%	+$621K	0.37%	51
2024 Q4	$287K	Buy	+9,421	New	+$286K	0.12%	95

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 Investment Management's BUFR Position: Q2 2026 in Review

Synergy Investment Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 12% in Q2 2026, selling an estimated $98.7K and leaving 20,098 shares worth $734K. The position accounts for 0.18% of the portfolio, ranked #72.

Synergy Investment Management first reported a position in BUFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $883K in Q1 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Synergy Investment Management held 20,098 shares of FT Vest Fund of Buffer ETFs worth $734K as of Q2 2026.
Synergy Investment Management sold 2,756 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $98.7K.
FT Vest Fund of Buffer ETFs made up 0.18% of Synergy Investment Management's portfolio in Q2 2026, its #72 holding.
Synergy Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
Synergy Investment Management's FT Vest Fund of Buffer ETFs position peaked at $883K in Q1 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.