Wagner Wealth Management (South Carolina)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Wagner Wealth Management (South Carolina)’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	$1.4M	Buy	38,232 +169	+0.4%	+$6.05K	0.26%	56
2026 Q1	$1.29M	Hold	38,063	–	–	0.26%	50
2025 Q4	$1.3M	Buy	38,063 +519	+1%	+$17.5K	0.28%	49
2025 Q3	$1.25M	Buy	37,544 +4,007	+12%	+$131K	0.29%	46
2025 Q2	$1.07M	Sell	33,537 -6,557	-16%	-$197K	0.24%	49
2025 Q1	$1.19M	Hold	40,094	–	–	0.3%	41
2024 Q4	$1.22M	Buy	40,094 +6,557	+20%	+$199K	0.32%	41
2024 Q3	$1M	Buy	33,537 +30	+0.1%	+$877	0.27%	46
2024 Q2	$969K	Sell	33,507 -37,707	-53%	-$1.06M	0.29%	49
2024 Q1	$1.99M	Buy	+71,214	New	+$1.94M	0.61%	31

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

Wagner Wealth Management (South Carolina)'s BUFR Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.44% in Q2 2026, buying an estimated $6.05K and bringing the position to 38,232 shares worth $1.4M. The position accounts for 0.26% of the portfolio, ranked #56.

Wagner Wealth Management (South Carolina) first reported a position in BUFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.99M in Q1 2024. 532 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Wagner Wealth Management (South Carolina) held 38,232 shares of FT Vest Fund of Buffer ETFs worth $1.4M as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 169 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $6.05K.
FT Vest Fund of Buffer ETFs made up 0.26% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #56 holding.
Wagner Wealth Management (South Carolina) first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 10 quarters since.
Wagner Wealth Management (South Carolina)'s FT Vest Fund of Buffer ETFs position peaked at $1.99M in Q1 2024.
532 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.