BFA
BUFR icon

Brendel Financial Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Brendel Financial Advisors’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
2025
Q2 		– Sell
-20,305
Closed -$603K – 104
2025
Q1 		$603K Buy
+20,305
New +$621K 0.37% 59

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Brendel Financial Advisors's BUFR Position: Q2 2025 in Review

Brendel Financial Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025, closing a stake of 20,305 shares — an estimated $603K sold.

Brendel Financial Advisors first reported a position in BUFR in Q1 2025 and held it in 1 quarter. The position peaked at $603K in Q1 2025. 438 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

  • Brendel Financial Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 20,305 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $603K.
  • Brendel Financial Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and held it in 1 quarter.
  • Brendel Financial Advisors's FT Vest Fund of Buffer ETFs position peaked at $603K in Q1 2025.
  • 438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on Brendel Financial Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.