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

Whipplewood 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	$196K	Sell	5,364 -28,386	-84%	-$1.02M	0.13%	97
2026 Q1	$1.14M	Buy	33,750 +91	+0.3%	+$3.13K	0.59%	40
2025 Q4	$1.15M	Buy	33,659 +1,375	+4%	+$46.4K	0.74%	39
2025 Q3	$1.08M	Buy	32,284 +274	+0.9%	+$8.94K	0.71%	41
2025 Q2	$1.02M	Buy	32,010 +30,528	+2,060%	+$919K	0.56%	41
2025 Q1	$941K	Sell	1,482 -32,269	-96%	-$986K	0.56%	43
2024 Q4	$1.03M	Buy	+33,751	New	+$1.02M	0.58%	42

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

Whipplewood Advisors's BUFR Position: Q2 2026 in Review

Whipplewood Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 84% in Q2 2026, selling an estimated $1.02M and leaving 5,364 shares worth $196K. The position accounts for 0.13% of the portfolio, ranked #97.

Whipplewood Advisors first reported a position in BUFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Whipplewood Advisors held 5,364 shares of FT Vest Fund of Buffer ETFs worth $196K as of Q2 2026.
Whipplewood Advisors sold 28,386 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $1.02M.
FT Vest Fund of Buffer ETFs made up 0.13% of Whipplewood Advisors's portfolio in Q2 2026, its #97 holding.
Whipplewood Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's FT Vest Fund of Buffer ETFs position peaked at $1.15M in Q4 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.