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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
Q2 		$34.2M Sell
935,346
-142,722
-13% -$5.11M 2.09% 6
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tradition Wealth Management's BUFR Position: Q2 2026 in Review

Tradition Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 13% in Q2 2026, selling an estimated $5.11M and leaving 935,346 shares worth $34.2M. The position accounts for 2.09% of the portfolio, ranked #6.

Tradition Wealth Management first reported a position in BUFR in Q3 2021 and has held it in 20 quarters since. The position peaked at $43.9M in Q4 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Tradition Wealth Management held 935,346 shares of FT Vest Fund of Buffer ETFs worth $34.2M as of Q2 2026.
  • Tradition Wealth Management sold 142,722 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $5.11M.
  • FT Vest Fund of Buffer ETFs made up 2.09% of Tradition Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Tradition Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $43.9M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.