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Bartlett & Co Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bartlett & Co 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
-158
Closed -$5.41K – 1290
2025
Q4 		$5.41K Buy
+158
New +$5.33K ﹤0.01% 1005

Other funds holding BUFR

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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

Bartlett & Co Wealth Management's BUFR Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 158 shares — an estimated $5.41K sold.

Bartlett & Co Wealth Management first reported a position in BUFR in Q4 2025 and held it in 1 quarter. The position peaked at $5.41K in Q4 2025. 507 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 158 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $5.41K.
  • Bartlett & Co Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $5.41K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.