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 Q3	$1.81M	Hold	48,188	–	–	0.41%	44
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 $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 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 19.94% 1-Year Est. Return

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

TrueWealth Advisors's BUFR Position: Q3 2026 in Review

TrueWealth Advisors held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2026 at 48,188 shares worth $1.81M. The position accounts for 0.41% of the portfolio, ranked #44.

TrueWealth Advisors first reported a position in BUFR in Q4 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

TrueWealth Advisors held 48,188 shares of FT Vest Fund of Buffer ETFs worth $1.81M as of Q3 2026.
TrueWealth Advisors left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2026.
FT Vest Fund of Buffer ETFs made up 0.41% of TrueWealth Advisors's portfolio in Q3 2026, its #44 holding.
TrueWealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 12 quarters since.
348 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.