The Wealth Group
BUFR icon

The Wealth Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

The Wealth 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
Q3 		$1.03M Sell
27,483
-2,387
-8% -$88.6K 0.19% 40
2026
Q2 		$1.09M Buy
29,870
+2,403
+9% +$86.1K 0.21% 35
2026
Q1 		$928K Buy
27,467
+3,029
+12% +$104K 0.21% 39
2025
Q4 		$837K Buy
+24,438
New +$825K 0.19% 40

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

The Wealth Group's BUFR Position: Q3 2026 in Review

The Wealth Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 8% in Q3 2026, selling an estimated $88.6K and leaving 27,483 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #40.

The Wealth Group first reported a position in BUFR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q2 2026. 182 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • The Wealth Group held 27,483 shares of FT Vest Fund of Buffer ETFs worth $1.03M as of Q3 2026.
  • The Wealth Group sold 2,387 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $88.6K.
  • FT Vest Fund of Buffer ETFs made up 0.19% of The Wealth Group's portfolio in Q3 2026, its #40 holding.
  • The Wealth Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 4 quarters since.
  • The Wealth Group's FT Vest Fund of Buffer ETFs position peaked at $1.09M in Q2 2026.
  • 182 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.