Trust Company of Toledo’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Trust Company of Toledo’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	–	Sell	-292	Closed	-$9.86K	–	868
2026 Q1	$9.86K	Hold	292	–	–	﹤0.01%	650
2025 Q4	$10K	Hold	292	–	–	﹤0.01%	624
2025 Q3	$9.76K	Hold	292	–	–	﹤0.01%	621
2025 Q2	$9.29K	Buy	+292	New	+$8.79K	﹤0.01%	618

Other funds holding BUFR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Trust Company of Toledo's BUFR Position: Q2 2026 in Review

Trust Company of Toledo sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2026, closing a stake of 292 shares — an estimated $9.86K sold.

Trust Company of Toledo first reported a position in BUFR in Q2 2025 and held it in 4 quarters. The position peaked at $10K in Q4 2025. 284 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Trust Company of Toledo reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2026 after selling out during the quarter.
Trust Company of Toledo sold 292 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $9.86K.
Trust Company of Toledo first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and held it in 4 quarters.
Trust Company of Toledo's FT Vest Fund of Buffer ETFs position peaked at $10K in Q4 2025.
284 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.