Waverly Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Waverly 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	$710K	Sell	19,435 -50	-0.3%	-$1.79K	﹤0.01%	1016
2026 Q1	$658K	Buy	19,485 +712	+4%	+$24.4K	﹤0.01%	960
2025 Q4	$643K	Buy	+18,773	New	+$634K	0.01%	909

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

Waverly Advisors's BUFR Position: Q2 2026 in Review

Waverly Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.26% in Q2 2026, selling an estimated $1.79K and leaving 19,435 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Waverly Advisors first reported a position in BUFR in Q4 2025 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Waverly Advisors held 19,435 shares of FT Vest Fund of Buffer ETFs worth $710K as of Q2 2026.
Waverly Advisors sold 50 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.79K.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1016 holding.
Waverly Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and has held it in 3 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.