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

Triad 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	$33.2M	Sell	895,856 -47,482	-5%	-$1.7M	1.95%	8
2026 Q1	$31.9M	Sell	943,338 -100,761	-10%	-$3.46M	2.52%	8
2025 Q4	$35.8M	Buy	1,044,099 +64,612	+7%	+$2.18M	3.4%	3
2025 Q3	$32.7M	Buy	979,487 +924,811	+1,691%	+$30.2M	4.22%	2
2025 Q2	$1.74M	Buy	54,676 +44,035	+414%	+$1.33M	0.35%	58
2025 Q1	$316K	Buy	+10,641	New	+$325K	0.1%	154

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

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

Triad Wealth Partners reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 5% in Q2 2026, selling an estimated $1.7M and leaving 895,856 shares worth $33.2M. The position accounts for 1.95% of the portfolio, ranked #8.

Triad Wealth Partners first reported a position in BUFR in Q1 2025 and has held it in 6 quarters since. The position peaked at $35.8M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Triad Wealth Partners held 895,856 shares of FT Vest Fund of Buffer ETFs worth $33.2M as of Q2 2026.
Triad Wealth Partners sold 47,482 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.7M.
FT Vest Fund of Buffer ETFs made up 1.95% of Triad Wealth Partners's portfolio in Q2 2026, its #8 holding.
Triad Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and has held it in 6 quarters since.
Triad Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $35.8M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.