AssetMark Inc
BUFR icon

AssetMark Inc’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

AssetMark Inc’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 		$670K Buy
19,842
+754
+4% +$25.9K ﹤0.01% 1112
2025
Q4 		$654K Buy
19,088
+461
+2% +$15.6K ﹤0.01% 1095
2025
Q3 		$623K Buy
18,627
+1,499
+9% +$48.9K ﹤0.01% 1063
2025
Q2 		$545K Buy
17,128
+12,914
+306% +$389K ﹤0.01% 1032
2025
Q1 		$125K Buy
4,214
+670
+19% +$20.5K ﹤0.01% 1235
2024
Q4 		$108K Buy
3,544
+91
+3% +$2.76K ﹤0.01% 1234
2024
Q3 		$103K Buy
3,453
+1,374
+66% +$40.2K ﹤0.01% 1144
2024
Q2 		$60.1K Buy
2,079
+194
+10% +$5.47K ﹤0.01% 1196
2024
Q1 		$52.7K Buy
1,885
+883
+88% +$24.1K ﹤0.01% 1154
2023
Q4 		$26.6K Buy
+1,002
New +$25.3K ﹤0.01% 1254
2023
Q1 		– Sell
-71
Closed -$1.58K – 1599
2022
Q4 		$1.58K Buy
+71
New +$1.56K ﹤0.01% 1451

Other funds holding BUFR

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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