Trail Ridge Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Trail Ridge Investment Advisors’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	$3.96M	Buy	108,314 +17,112	+19%	+$613K	1.67%	15
2026 Q1	$3.08M	Buy	91,202 +4,421	+5%	+$152K	1.34%	20
2025 Q4	$2.97M	Sell	86,781 -40,836	-32%	-$1.38M	1.28%	20
2025 Q3	$4.26M	Buy	127,617 +6,574	+5%	+$214K	1.91%	12
2025 Q2	$3.91M	Sell	121,043 -24,498	-17%	-$737K	1.88%	13
2025 Q1	$4.32M	Buy	145,541 +43,020	+42%	+$1.31M	2.23%	10
2024 Q4	$3.12M	Buy	102,521 +245	+0.2%	+$7.43K	1.48%	19
2024 Q3	$3.07M	Buy	102,276 +10,396	+11%	+$304K	1.46%	19
2024 Q2	$2.66M	Sell	91,880 -41,431	-31%	-$1.17M	1.37%	20
2024 Q1	$3.73M	Buy	133,311 +6,655	+5%	+$181K	2.11%	11
2023 Q4	$3.37M	Sell	126,656 -4,647	-4%	-$117K	2.06%	10
2023 Q3	$3.22M	Buy	131,303 +17,709	+16%	+$445K	2.19%	9
2023 Q2	$2.84M	Sell	113,594 -29,861	-21%	-$715K	1.76%	13
2023 Q1	$3.37M	Buy	143,455 +14,419	+11%	+$331K	2.2%	7
2022 Q4	$2.87M	Buy	129,036 +6,749	+6%	+$149K	1.97%	9
2022 Q3	$2.75M	Buy	122,287 +41,025	+50%	+$912K	1.82%	11
2022 Q2	$1.74M	Buy	81,262 +64,700	+391%	+$1.45M	1.18%	19
2022 Q1	$394K	Buy	+16,562	New	+$388K	0.24%	105

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

Trail Ridge Investment Advisors's BUFR Position: Q2 2026 in Review

Trail Ridge Investment Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 19% in Q2 2026, buying an estimated $613K and bringing the position to 108,314 shares worth $3.96M. The position accounts for 1.67% of the portfolio, ranked #15.

Trail Ridge Investment Advisors first reported a position in BUFR in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.32M in Q1 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Trail Ridge Investment Advisors held 108,314 shares of FT Vest Fund of Buffer ETFs worth $3.96M as of Q2 2026.
Trail Ridge Investment Advisors bought 17,112 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $613K.
FT Vest Fund of Buffer ETFs made up 1.67% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #15 holding.
Trail Ridge Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $4.32M in Q1 2025.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.