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

Tradition 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	$36.4M	Sell	1,078,068 -201,982	-16%	-$6.94M	2.59%	4
2025 Q4	$43.9M	Buy	1,280,050 +31,305	+3%	+$1.06M	3.15%	3
2025 Q3	$41.7M	Sell	1,248,745 -5,808	-0.5%	-$189K	3.09%	2
2025 Q2	$39.9M	Buy	1,254,553 +12,543	+1%	+$377K	3.19%	3
2025 Q1	$36.9M	Buy	1,242,010 +13,104	+1%	+$400K	3.24%	3
2024 Q4	$37.4M	Buy	1,228,906 +48,340	+4%	+$1.47M	3.3%	2
2024 Q3	$35.3M	Sell	1,180,566 -3,832	-0.3%	-$112K	3.15%	2
2024 Q2	$34.3M	Buy	1,184,398 +37,926	+3%	+$1.07M	3.31%	2
2024 Q1	$32.1M	Sell	1,146,472 -79,018	-6%	-$2.15M	3.25%	3
2023 Q4	$32.2M	Buy	1,225,490 +82,973	+7%	+$2.1M	3.37%	2
2023 Q3	$27.7M	Sell	1,142,517 -4,632	-0.4%	-$116K	3.3%	2
2023 Q2	$28.4M	Buy	1,147,149 +7,391	+0.6%	+$177K	3.32%	2
2023 Q1	$26.5M	Buy	1,139,758 +57,868	+5%	+$1.33M	3.29%	3
2022 Q4	$23.8M	Buy	1,081,890 +249,461	+30%	+$5.5M	3.36%	3
2022 Q3	$17.2M	Sell	832,429 -12,561	-1%	-$279K	2.59%	5
2022 Q2	$18M	Buy	844,990 +67,835	+9%	+$1.52M	2.62%	6
2022 Q1	$18.5M	Buy	777,155 +50,358	+7%	+$1.18M	2.36%	5
2021 Q4	$17.5M	Buy	726,797 +701,354	+2,757%	+$16.6M	2.2%	5
2021 Q3	$584K	Buy	+25,443	New	+$589K	0.08%	159

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

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

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

Tradition Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 16% in Q1 2026, selling an estimated $6.94M and leaving 1,078,068 shares worth $36.4M. The position accounts for 2.59% of the portfolio, ranked #4.

Tradition Wealth Management first reported a position in BUFR in Q3 2021 and has held it in 19 quarters since. The position peaked at $43.9M in Q4 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Tradition Wealth Management held 1,078,068 shares of FT Vest Fund of Buffer ETFs worth $36.4M as of Q1 2026.
Tradition Wealth Management sold 201,982 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $6.94M.
FT Vest Fund of Buffer ETFs made up 2.59% of Tradition Wealth Management's portfolio in Q1 2026, its #4 holding.
Tradition Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and has held it in 19 quarters since.
Tradition Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $43.9M in Q4 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.