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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
Q3 		$566K Buy
15,097
+401
+3% +$14.9K 0.1% 91
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

WESPAC Advisors SoCal's BUFR Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.7% in Q3 2026, buying an estimated $14.9K and bringing the position to 15,097 shares worth $566K. The position accounts for 0.1% of the portfolio, ranked #91.

WESPAC Advisors SoCal first reported a position in BUFR in Q2 2024 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • WESPAC Advisors SoCal held 15,097 shares of FT Vest Fund of Buffer ETFs worth $566K as of Q3 2026.
  • WESPAC Advisors SoCal bought 401 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $14.9K.
  • FT Vest Fund of Buffer ETFs made up 0.1% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #91 holding.
  • WESPAC Advisors SoCal first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and has held it in 10 quarters since.
  • 59 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.