TrueWealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

TrueWealth 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	$1.76M	Hold	48,188	–	–	0.4%	41
2026 Q1	$1.63M	Hold	48,188	–	–	0.41%	38
2025 Q4	$1.65M	Buy	48,188 +7,500	+18%	+$253K	0.43%	45
2025 Q3	$1.36M	Sell	40,688 -10	-0%	-$326	0.37%	56
2025 Q2	$1.29M	Buy	40,698 +11,255	+38%	+$339K	0.38%	55
2025 Q1	$874K	Hold	29,443	–	–	0.29%	69
2024 Q4	$897K	Buy	29,443 +360	+1%	+$10.9K	0.3%	70
2024 Q3	$869K	Hold	29,083	–	–	0.29%	71
2024 Q2	$841K	Hold	29,083	–	–	0.31%	66
2024 Q1	$813K	Buy	29,083 +9,887	+52%	+$269K	0.31%	65
2023 Q4	$510K	Buy	+19,196	New	+$485K	0.2%	86

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

TrueWealth Advisors's BUFR Position: Q2 2026 in Review

TrueWealth Advisors held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q2 2026 at 48,188 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #41.

TrueWealth Advisors first reported a position in BUFR in Q4 2023 and has held it in 11 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

TrueWealth Advisors held 48,188 shares of FT Vest Fund of Buffer ETFs worth $1.76M as of Q2 2026.
TrueWealth Advisors left its FT Vest Fund of Buffer ETFs share count unchanged in Q2 2026.
FT Vest Fund of Buffer ETFs made up 0.4% of TrueWealth Advisors's portfolio in Q2 2026, its #41 holding.
TrueWealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 11 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.