USAdvisors Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

USAdvisors Wealth Management’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	$308K	Sell	8,456 -479	-5%	-$17.2K	0.09%	118
2026 Q1	$296K	Sell	8,935 -135	-1%	-$4.63K	0.1%	105
2025 Q4	$310K	Sell	9,070 -34,382	-79%	-$1.16M	0.1%	102
2025 Q3	$1.45M	Sell	43,452 -3,715	-8%	-$121K	0.5%	51
2025 Q2	$1.5M	Sell	47,167 -32,093	-40%	-$966K	0.56%	45
2025 Q1	$2.35M	Sell	79,260 -9,958	-11%	-$304K	0.82%	34
2024 Q4	$2.72M	Sell	89,218 -3,342	-4%	-$101K	0.88%	29
2024 Q3	$2.76M	Sell	92,560 -3,642	-4%	-$106K	0.97%	30
2024 Q2	$2.78M	Sell	96,202 -4,318	-4%	-$122K	0.98%	31
2024 Q1	$2.81M	Sell	100,520 -3,296	-3%	-$89.8K	1.06%	31
2023 Q4	$2.76M	Sell	103,816 -8,347	-7%	-$211K	1.15%	30
2023 Q3	$2.75M	Buy	112,163 +12,138	+12%	+$305K	1.23%	29
2023 Q2	$2.51M	Sell	100,025 -15,552	-13%	-$372K	1.19%	29
2023 Q1	$2.71M	Sell	115,577 -5,597	-5%	-$128K	1.29%	26
2022 Q4	$2.69M	Buy	+121,174	New	+$2.67M	1.3%	25

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

USAdvisors Wealth Management's BUFR Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.4% in Q2 2026, selling an estimated $17.2K and leaving 8,456 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #118.

USAdvisors Wealth Management first reported a position in BUFR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.81M in Q1 2024. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

USAdvisors Wealth Management held 8,456 shares of FT Vest Fund of Buffer ETFs worth $308K as of Q2 2026.
USAdvisors Wealth Management sold 479 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $17.2K.
FT Vest Fund of Buffer ETFs made up 0.09% of USAdvisors Wealth Management's portfolio in Q2 2026, its #118 holding.
USAdvisors Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
USAdvisors Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $2.81M in Q1 2024.
539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.