James T. Borello RIA
BUFR icon

James T. Borello RIA’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

James T. Borello RIA’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 		$69.6K Buy
1,858
+5
+0.3% +$186 0.01% 209
2026
Q2 		$67.7K Hold
1,853
– – 0.01% 204
2026
Q1 		$62.6K Buy
+1,853
New +$63.6K 0.02% 200

Other funds holding BUFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

James T. Borello RIA's BUFR Position: Q3 2026 in Review

James T. Borello RIA increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.27% in Q3 2026, buying an estimated $186 and bringing the position to 1,858 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #209.

James T. Borello RIA first reported a position in BUFR in Q1 2026 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • James T. Borello RIA held 1,858 shares of FT Vest Fund of Buffer ETFs worth $69.6K as of Q3 2026.
  • James T. Borello RIA bought 5 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $186.
  • FT Vest Fund of Buffer ETFs made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #209 holding.
  • James T. Borello RIA first reported a position in FT Vest Fund of Buffer ETFs in Q1 2026 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.