WealthPlan Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

WealthPlan Investment 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	$11.3M	Sell	310,495 -67,795	-18%	-$2.43M	0.56%	50
2026 Q1	$12.8M	Sell	378,290 -179,153	-32%	-$6.15M	0.71%	37
2025 Q4	$19.1M	Sell	557,443 -91,600	-14%	-$3.09M	1.22%	16
2025 Q3	$21.7M	Sell	649,043 -1,486	-0.2%	-$48.5K	1.44%	10
2025 Q2	$20.7M	Buy	650,529 +222,141	+52%	+$6.69M	1.51%	11
2025 Q1	$12.7M	Buy	428,388 +5,023	+1%	+$153K	1.25%	19
2024 Q4	$12.9M	Buy	423,365 +46,510	+12%	+$1.41M	1.27%	20
2024 Q3	$11.3M	Buy	376,855 +16,568	+5%	+$484K	1.14%	23
2024 Q2	$10.4M	Sell	360,287 -7,057	-2%	-$199K	1.58%	13
2024 Q1	$10.3M	Sell	367,344 -21,156	-5%	-$577K	1.57%	20
2023 Q4	$10.3M	Sell	388,500 -1,309	-0.3%	-$33.1K	1.65%	13
2023 Q3	$9.55M	Buy	389,809 +106,345	+38%	+$2.67M	1.69%	12
2023 Q2	$7.13M	Sell	283,464 -135,205	-32%	-$3.24M	2.12%	2
2023 Q1	$9.83M	Sell	418,669 -674,125	-62%	-$15.5M	1.69%	14
2022 Q4	$25.6M	Sell	1,092,794 -30,187	-3%	-$665K	1.79%	5
2022 Q3	$25.2M	Buy	+1,122,981	New	+$25M	1.84%	4
2022 Q1	$35.2M	Buy	+1,574,143	New	+$36.8M	2.44%	4

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

WealthPlan Investment Management's BUFR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 18% in Q2 2026, selling an estimated $2.43M and leaving 310,495 shares worth $11.3M. The position accounts for 0.56% of the portfolio, ranked #50.

WealthPlan Investment Management first reported a position in BUFR in Q1 2022 and has held it in 17 quarters since. The position peaked at $35.2M in Q1 2022. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

WealthPlan Investment Management held 310,495 shares of FT Vest Fund of Buffer ETFs worth $11.3M as of Q2 2026.
WealthPlan Investment Management sold 67,795 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $2.43M.
FT Vest Fund of Buffer ETFs made up 0.56% of WealthPlan Investment Management's portfolio in Q2 2026, its #50 holding.
WealthPlan Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's FT Vest Fund of Buffer ETFs position peaked at $35.2M in Q1 2022.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.