AF
BUFR icon

Advisornet Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Advisornet Financial’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
Q1 		$55.6K Hold
1,646
– – ﹤0.01% 1018
2025
Q4 		$56.4K Sell
1,646
-241
-13% -$8.14K ﹤0.01% 1022
2025
Q3 		$63.1K Hold
1,887
– – ﹤0.01% 957
2025
Q2 		$60K Buy
1,887
+351
+23% +$10.6K ﹤0.01% 938
2025
Q1 		$45.6K Sell
1,536
-242
-14% -$7.39K ﹤0.01% 967
2024
Q4 		$54.2K Sell
1,778
-159,798
-99% -$4.85M ﹤0.01% 862
2024
Q3 		$4.83M Buy
161,576
+8,327
+5% +$243K 0.36% 63
2024
Q2 		$4.43M Buy
153,249
+20,420
+15% +$576K 0.4% 57
2024
Q1 		$3.71M Buy
132,829
+21,629
+19% +$589K 0.36% 64
2023
Q4 		$2.95M Buy
111,200
+79,529
+251% +$2.01M 0.27% 93
2023
Q3 		$776K Buy
31,671
+30,692
+3,135% +$771K 0.07% 237
2023
Q2 		$24.5K Buy
+979
New +$23.4K ﹤0.01% 1016

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return