Heritage Wealth Management, Inc. BUFR — FT VEST LADDERED BUFFER ETF

Ownership history in Heritage Wealth Management, Inc.  ·  8 quarters on record

AI Ownership Summary

Heritage Wealth Management, Inc. reported FT VEST LADDERED BUFFER ETF (BUFR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows BUFR at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Management, Inc.'s position in FT VEST LADDERED BUFFER ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BUFR was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BUFR stock page Heritage Wealth Management, Inc. fund profile Heritage Wealth Management, Inc. full holdings
How Heritage Wealth Management, Inc. held BUFR — position size vs. price
% of Fund (quarterly)    BUFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 38,884 +904 +2.4% 0.65% $1.3M 2026-04-20 $35.43
2025 Q4 ADDED — — — 37,980 +680 +1.8% 0.36% $1.3M 2026-01-26 $34.60
2025 Q3 ADDED — — — 37,300 +2,865 +8.3% 0.37% $1.2M 2025-11-04 $33.61
2025 Q2 REDUCED 7.2% +4.9% ❌ 34,435 -2,661 -7.2% 0.35% $1.1M 2025-08-14 $32.73
2025 Q1 ADDED — — — 37,096 +1,877 +5.3% 0.37% $1.1M 2025-04-29 $29.43
2024 Q4 ADDED — — — 35,219 +2,205 +6.7% 0.36% $1.1M 2025-02-05 $31.07
2024 Q3 ADDED — — — 33,014 +229 +0.7% 0.32% $987K 2024-10-31 $29.79
2024 Q2 INITIATED — — — 32,785 — — 0.32% $955K 2024-09-09 $29.17

🏢 Other funds also holding BUFR

As of 2026 Q1 — sorted by position size

McKinney Capital Management, LLC 35.99% Macro Advisors, Inc. 27.79% IMG Wealth Management, Inc. 10.56% Financial Network Wealth Advisors LLC 10.26% Goldenstone Wealth Management LLC 10.14% Holos Integrated Wealth LLC 10.09% Cooper Capital Advisors LLC 9.93% Hibernia Wealth Partners, LLC 9.88% Symphony Financial Services, Inc. 8.52% Solano Wealth Investment Advisors LLC 8.33%

FAQ About Heritage Wealth Management, Inc. and BUFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Wealth Management, Inc. reported owning BUFR?

Heritage Wealth Management, Inc. reported BUFR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported BUFR position in Heritage Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for BUFR was 0.65% in 2026 Q1.

What is the latest reported BUFR position on this page?

The most recent filing on this page is 2026 Q1, when Heritage Wealth Management, Inc. reported 38,884 shares, equal to 0.65% of portfolio, with an estimated market value of $1.3M.

What does the chart on this BUFR ownership page compare?

The chart compares Heritage Wealth Management, Inc.'s quarterly BUFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Heritage Wealth Management, Inc. time their BUFR position?

Based on 13F filing dates vs. subsequent BUFR price moves, Heritage Wealth Management, Inc. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on BUFR relative to SPY over the holding period was -5.2%.

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