Axxcess Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Axxcess Wealth Management’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	-15,633	Closed	-$536K	–	467
2025 Q4	$536K	Buy	15,633 +9,633	+161%	+$325K	0.01%	681
2025 Q3	$201K	Sell	6,000 -1,439	-19%	-$46.9K	﹤0.01%	891
2025 Q2	$237K	Hold	7,439	–	–	0.01%	787
2025 Q1	$221K	Sell	7,439 -18,390	-71%	-$562K	0.01%	784
2024 Q4	$787K	Buy	25,829 +1,085	+4%	+$32.9K	0.02%	452
2024 Q3	$740K	Sell	24,744 -70	-0.3%	-$2.05K	0.02%	463
2024 Q2	$718K	Buy	24,814 +1,036	+4%	+$29.2K	0.02%	444
2024 Q1	$665K	Buy	+23,778	New	+$648K	0.02%	470
2023 Q4	–	Sell	-9,257	Closed	-$227K	–	847
2023 Q3	$227K	Buy	+9,257	New	+$233K	0.01%	693

Other funds holding BUFR

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 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 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