Trilogy Capital’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Trilogy Capital’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 Q3	$4.57M	Buy	122,073 +9,700	+9%	+$360K	0.18%	99
2026 Q2	$4.1M	Buy	112,373 +11,022	+11%	+$395K	0.16%	109
2026 Q1	$3.42M	Buy	101,351 +8,142	+9%	+$280K	0.15%	108
2025 Q4	$3.19M	Buy	93,209 +10,803	+13%	+$365K	0.14%	117
2025 Q3	$2.75M	Buy	82,406 +14,055	+21%	+$458K	0.13%	124
2025 Q2	$2.17M	Buy	68,351 +11,783	+21%	+$355K	0.11%	143
2025 Q1	$1.68M	Buy	56,568 +31,813	+129%	+$972K	0.09%	143
2024 Q4	$754K	Buy	24,755 +1,989	+9%	+$60.3K	0.04%	190
2024 Q3	$680K	Buy	22,766 +5,967	+36%	+$174K	0.03%	201
2024 Q2	$486K	Buy	+16,799	New	+$474K	0.03%	215

Other funds holding BUFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Trilogy Capital's BUFR Position: Q3 2026 in Review

Trilogy Capital increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 8.6% in Q3 2026, buying an estimated $360K and bringing the position to 122,073 shares worth $4.57M. The position accounts for 0.18% of the portfolio, ranked #99.

Trilogy Capital first reported a position in BUFR in Q2 2024 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

Trilogy Capital held 122,073 shares of FT Vest Fund of Buffer ETFs worth $4.57M as of Q3 2026.
Trilogy Capital bought 9,700 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $360K.
FT Vest Fund of Buffer ETFs made up 0.18% of Trilogy Capital's portfolio in Q3 2026, its #99 holding.
Trilogy Capital first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 10 quarters since.
150 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.