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

Albion Financial 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
Q1 		– Sell
-749
Closed -$25.7K – 742
2025
Q4 		$25.7K Buy
+749
New +$25.3K ﹤0.01% 323
2024
Q3 		– Sell
-300
Closed -$8.68K – 515
2024
Q2 		$8.68K Buy
+300
New +$8.46K ﹤0.01% 343

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Albion Financial Group's BUFR Position: Q1 2026 in Review

Albion Financial Group sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 749 shares — an estimated $25.7K sold.

Albion Financial Group first reported a position in BUFR in Q2 2024 and held it in 2 quarters. The position peaked at $25.7K in Q4 2025. 508 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Albion Financial Group reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • Albion Financial Group sold 749 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $25.7K.
  • Albion Financial Group first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and held it in 2 quarters.
  • Albion Financial Group's FT Vest Fund of Buffer ETFs position peaked at $25.7K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.