World Equity Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

World Equity Group’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	$4.59M	Buy	125,694 +962	+0.8%	+$34.5K	1.03%	16
2026 Q1	$4.21M	Buy	124,732 +1,177	+1%	+$40.4K	1.09%	18
2025 Q4	$4.23M	Sell	123,555 -145,576	-54%	-$4.92M	1.18%	15
2025 Q3	$8.99M	Buy	269,131 +7,887	+3%	+$257K	2.04%	6
2025 Q2	$8.31M	Sell	261,244 -24,544	-9%	-$739K	2.27%	7
2025 Q1	$8.49M	Buy	285,788 +10,324	+4%	+$315K	2.42%	6
2024 Q4	$8.39M	Buy	275,464 +13,408	+5%	+$407K	1.8%	7
2024 Q3	$7.83M	Sell	262,056 -655	-0.2%	-$19.1K	2.83%	5
2024 Q2	$7.6M	Sell	262,711 -7,479	-3%	-$211K	2.27%	4
2024 Q1	$7.55M	Buy	270,190 +6,596	+3%	+$180K	1.55%	9
2023 Q4	$7.03M	Buy	263,594 +57,496	+28%	+$1.45M	1.41%	9
2023 Q3	$5.04M	Buy	206,098 +126,415	+159%	+$3.18M	1.05%	15
2023 Q2	$2M	Buy	79,683 +45,075	+130%	+$1.08M	0.59%	36
2023 Q1	$647K	Buy	34,608 +11,798	+52%	+$271K	0.1%	227
2022 Q4	$507K	Sell	22,810 -605	-3%	-$13.3K	0.12%	173
2022 Q3	$488K	Buy	23,415 +11,044	+89%	+$246K	0.12%	164
2022 Q2	$265K	Buy	+12,371	New	+$277K	0.07%	273

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

World Equity Group's BUFR Position: Q2 2026 in Review

World Equity Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.77% in Q2 2026, buying an estimated $34.5K and bringing the position to 125,694 shares worth $4.59M. The position accounts for 1.03% of the portfolio, ranked #16.

World Equity Group first reported a position in BUFR in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.99M in Q3 2025. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

World Equity Group held 125,694 shares of FT Vest Fund of Buffer ETFs worth $4.59M as of Q2 2026.
World Equity Group bought 962 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $34.5K.
FT Vest Fund of Buffer ETFs made up 1.03% of World Equity Group's portfolio in Q2 2026, its #16 holding.
World Equity Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and has held it in 17 quarters since.
World Equity Group's FT Vest Fund of Buffer ETFs position peaked at $8.99M in Q3 2025.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.