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

Wealth Management Associates’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	$209K	Sell	5,720 -3,342	-37%	-$120K	0.06%	242
2026 Q1	$306K	Buy	+9,062	New	+$311K	0.11%	177

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

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

Wealth Management Associates reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 37% in Q2 2026, selling an estimated $120K and leaving 5,720 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #242.

Wealth Management Associates first reported a position in BUFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $306K in Q1 2026. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Wealth Management Associates held 5,720 shares of FT Vest Fund of Buffer ETFs worth $209K as of Q2 2026.
Wealth Management Associates sold 3,342 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $120K.
FT Vest Fund of Buffer ETFs made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #242 holding.
Wealth Management Associates first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 2 quarters since.
Wealth Management Associates's FT Vest Fund of Buffer ETFs position peaked at $306K in Q1 2026.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.