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

WESPAC Advisors SoCal’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	$537K	Buy	14,696 +4,127	+39%	+$148K	0.1%	92
2026 Q1	$357K	Buy	10,569 +3,980	+60%	+$137K	0.08%	97
2025 Q4	$226K	Buy	6,589 +592	+10%	+$20K	0.05%	108
2025 Q3	$200K	Sell	5,997 -4,003	-40%	-$131K	0.04%	106
2025 Q2	$318K	Hold	10,000	–	–	0.07%	91
2025 Q1	$297K	Hold	10,000	–	–	0.08%	90
2024 Q4	$305K	Sell	10,000 -400	-4%	-$12.1K	0.07%	88
2024 Q3	$311K	Hold	10,400	–	–	0.07%	83
2024 Q2	$301K	Buy	+10,400	New	+$293K	0.08%	77

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

WESPAC Advisors SoCal's BUFR Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 39% in Q2 2026, buying an estimated $148K and bringing the position to 14,696 shares worth $537K. The position accounts for 0.1% of the portfolio, ranked #92.

WESPAC Advisors SoCal first reported a position in BUFR in Q2 2024 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

WESPAC Advisors SoCal held 14,696 shares of FT Vest Fund of Buffer ETFs worth $537K as of Q2 2026.
WESPAC Advisors SoCal bought 4,127 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $148K.
FT Vest Fund of Buffer ETFs made up 0.1% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #92 holding.
WESPAC Advisors SoCal first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 9 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.