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

Tortuga 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 Q3	$616K	Buy	16,433 +1,500	+10%	+$55.7K	0.44%	57
2026 Q2	$546K	Sell	14,933 -100	-0.7%	-$3.58K	0.41%	60
2026 Q1	$508K	Hold	15,033	–	–	0.47%	49
2025 Q4	$515K	Buy	+15,033	New	+$508K	0.54%	43

Other funds holding BUFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Tortuga Wealth Management's BUFR Position: Q3 2026 in Review

Tortuga Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 10% in Q3 2026, buying an estimated $55.7K and bringing the position to 16,433 shares worth $616K. The position accounts for 0.44% of the portfolio, ranked #57.

Tortuga Wealth Management first reported a position in BUFR in Q4 2025 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Tortuga Wealth Management held 16,433 shares of FT Vest Fund of Buffer ETFs worth $616K as of Q3 2026.
Tortuga Wealth Management bought 1,500 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $55.7K.
FT Vest Fund of Buffer ETFs made up 0.44% of Tortuga Wealth Management's portfolio in Q3 2026, its #57 holding.
Tortuga Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 4 quarters since.
511 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.