Belpointe Asset Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Belpointe Asset 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	$925K	Buy	27,400 +10,516	+62%	+$361K	0.03%	482
2025 Q4	$578K	Sell	16,884 -2,300	-12%	-$77.7K	0.02%	610
2025 Q3	$641K	Sell	19,184 -2,217	-10%	-$72.3K	0.02%	547
2025 Q2	$681K	Sell	21,401 -1,459	-6%	-$43.9K	0.03%	473
2025 Q1	$679K	Sell	22,860 -11,062	-33%	-$338K	0.04%	457
2024 Q4	$1M	Sell	33,922 -613	-2%	-$18.6K	0.06%	312
2024 Q3	$1.03M	Sell	34,535 -101	-0.3%	-$2.95K	0.06%	302
2024 Q2	$1M	Buy	34,636 +1,499	+5%	+$42.3K	0.07%	273
2024 Q1	$927K	Buy	+33,137	New	+$903K	0.07%	288
2023 Q2	–	Sell	-9	Closed	-$211	–	964
2023 Q1	$211	Hold	9	–	–	﹤0.01%	3671
2022 Q4	$200	Buy	+9	New	+$198	﹤0.01%	3633

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