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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
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 $59.8B AUM 29.42% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

The Wealth Group's BUFR Position: Q2 2026 in Review

The Wealth Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.7% in Q2 2026, buying an estimated $86.1K and bringing the position to 29,870 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #35.

The Wealth Group first reported a position in BUFR in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • The Wealth Group held 29,870 shares of FT Vest Fund of Buffer ETFs worth $1.09M as of Q2 2026.
  • The Wealth Group bought 2,403 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $86.1K.
  • FT Vest Fund of Buffer ETFs made up 0.21% of The Wealth Group's portfolio in Q2 2026, its #35 holding.
  • The Wealth Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.