United Capital Financial Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

United Capital Financial 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	$3.92M	Sell	107,381 -6,007	-5%	-$215K	0.02%	431
2026 Q1	$3.83M	Buy	113,388 +5,852	+5%	+$201K	0.02%	417
2025 Q4	$3.68M	Buy	107,536 +21,759	+25%	+$735K	0.02%	399
2025 Q3	$2.87M	Sell	85,777 -3,258	-4%	-$106K	0.02%	389
2025 Q2	$2.83M	Sell	89,035 -20,923	-19%	-$630K	0.02%	373
2025 Q1	$3.26M	Buy	109,958 +2,131	+2%	+$65.1K	0.03%	341
2024 Q4	$3.29M	Buy	107,827 +19,718	+22%	+$598K	0.03%	327
2024 Q3	$2.63M	Buy	88,109 +57,818	+191%	+$1.69M	0.02%	357
2024 Q2	$876K	Buy	+30,291	New	+$855K	0.01%	565

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 22.9% 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

United Capital Financial Advisors's BUFR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.3% in Q2 2026, selling an estimated $215K and leaving 107,381 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #431.

United Capital Financial Advisors first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

United Capital Financial Advisors held 107,381 shares of FT Vest Fund of Buffer ETFs worth $3.92M as of Q2 2026.
United Capital Financial Advisors sold 6,007 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $215K.
FT Vest Fund of Buffer ETFs made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #431 holding.
United Capital Financial Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.