World Equity Group
BUFR icon

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
Q3 		$1.65M Sell
44,065
-81,629
-65% -$3.03M 0.68% 30
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

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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

World Equity Group's BUFR Position: Q3 2026 in Review

World Equity Group reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 65% in Q3 2026, selling an estimated $3.03M and leaving 44,065 shares worth $1.65M. The position accounts for 0.68% of the portfolio, ranked #30.

World Equity Group first reported a position in BUFR in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.99M in Q3 2025. 129 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • World Equity Group held 44,065 shares of FT Vest Fund of Buffer ETFs worth $1.65M as of Q3 2026.
  • World Equity Group sold 81,629 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $3.03M.
  • FT Vest Fund of Buffer ETFs made up 0.68% of World Equity Group's portfolio in Q3 2026, its #30 holding.
  • World Equity Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2022 and has held it in 18 quarters since.
  • World Equity Group's FT Vest Fund of Buffer ETFs position peaked at $8.99M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.