TCFG Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

TCFG Wealth 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 Q1	$1.41M	Sell	41,722 -842	-2%	-$28.9K	0.53%	43
2025 Q4	$1.46M	Sell	42,564 -1,362	-3%	-$46K	0.57%	40
2025 Q3	$1.47M	Sell	43,926 -11	-0%	-$359	0.58%	40
2025 Q2	$1.4M	Buy	43,937 +23,695	+117%	+$713K	0.63%	34
2025 Q1	$601K	Buy	20,242 +649	+3%	+$19.8K	0.3%	88
2024 Q4	$597K	Buy	19,593 +964	+5%	+$29.2K	0.3%	84
2024 Q3	$557K	Buy	+18,629	New	+$544K	0.28%	89

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TCFG Wealth Management's BUFR Position: Q1 2026 in Review

TCFG Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 2% in Q1 2026, selling an estimated $28.9K and leaving 41,722 shares worth $1.41M. The position accounts for 0.53% of the portfolio, ranked #43.

TCFG Wealth Management first reported a position in BUFR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2025. 505 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

TCFG Wealth Management held 41,722 shares of FT Vest Fund of Buffer ETFs worth $1.41M as of Q1 2026.
TCFG Wealth Management sold 842 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $28.9K.
FT Vest Fund of Buffer ETFs made up 0.53% of TCFG Wealth Management's portfolio in Q1 2026, its #43 holding.
TCFG Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $1.47M in Q3 2025.
505 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.