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

Winnow Wealth’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 		$416K Sell
11,113
-4,090
-27% -$152K 0.28% 102
2026
Q2 		$555K Buy
15,203
+1,595
+12% +$57.1K 0.38% 82
2026
Q1 		$460K Buy
+13,608
New +$467K 0.35% 81

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Independent Financial Group
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
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Winnow Wealth's BUFR Position: Q3 2026 in Review

Winnow Wealth reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 27% in Q3 2026, selling an estimated $152K and leaving 11,113 shares worth $416K. The position accounts for 0.28% of the portfolio, ranked #102.

Winnow Wealth first reported a position in BUFR in Q1 2026 and has held it in 3 quarters since. The position peaked at $555K in Q2 2026. 78 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Winnow Wealth held 11,113 shares of FT Vest Fund of Buffer ETFs worth $416K as of Q3 2026.
  • Winnow Wealth sold 4,090 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $152K.
  • FT Vest Fund of Buffer ETFs made up 0.28% of Winnow Wealth's portfolio in Q3 2026, its #102 holding.
  • Winnow Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 3 quarters since.
  • Winnow Wealth's FT Vest Fund of Buffer ETFs position peaked at $555K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.