Tower Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Tower Wealth Partners’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	$13M	Sell	355,689 -3,796	-1%	-$136K	6.41%	6
2026 Q1	$12.1M	Buy	359,485 +5,306	+1%	+$182K	6.71%	6
2025 Q4	$12.1M	Buy	354,179 +3,720	+1%	+$126K	6.67%	6
2025 Q3	$11.7M	Sell	350,459 -1,278	-0.4%	-$41.7K	6.43%	6
2025 Q2	$11.2M	Buy	351,737 +4,935	+1%	+$149K	6.61%	6
2025 Q1	$10.3M	Sell	346,802 -902	-0.3%	-$27.6K	5.5%	9
2024 Q4	$10.6M	Sell	347,704 -23,333	-6%	-$708K	5.54%	9
2024 Q3	$11.1M	Sell	371,037 -22	-0%	-$643	6.45%	8
2024 Q2	$10.7M	Buy	371,059 +9,075	+3%	+$256K	6.63%	8
2024 Q1	$10.1M	Buy	361,984 +1,482	+0.4%	+$40.4K	6.57%	7
2023 Q4	$9.58M	Buy	360,502 +30,216	+9%	+$764K	6.77%	7
2023 Q3	$8.09M	Buy	330,286 +1,839	+0.6%	+$46.2K	6.65%	8
2023 Q2	$8.22M	Buy	328,447 +2,319	+0.7%	+$55.5K	6.59%	8
2023 Q1	$7.65M	Buy	326,128 +4,136	+1%	+$94.9K	6.39%	8
2022 Q4	$7.15M	Buy	+321,992	New	+$7.1M	6.23%	8

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

Tower Wealth Partners's BUFR Position: Q2 2026 in Review

Tower Wealth Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 1.1% in Q2 2026, selling an estimated $136K and leaving 355,689 shares worth $13M. The position accounts for 6.41% of the portfolio, ranked #6.

Tower Wealth Partners first reported a position in BUFR in Q4 2022 and has held it in 15 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Tower Wealth Partners held 355,689 shares of FT Vest Fund of Buffer ETFs worth $13M as of Q2 2026.
Tower Wealth Partners sold 3,796 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $136K.
FT Vest Fund of Buffer ETFs made up 6.41% of Tower Wealth Partners's portfolio in Q2 2026, its #6 holding.
Tower Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.