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Briaud Financial Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-3,981
Closed -$126K – 67
2025
Q2 		$126K Buy
+3,981
New +$120K 0.05% 56

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 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Briaud Financial Planning's BUFR Position: Q3 2025 in Review

Briaud Financial Planning sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2025, closing a stake of 3,981 shares — an estimated $126K sold.

Briaud Financial Planning first reported a position in BUFR in Q2 2025 and held it in 1 quarter. The position peaked at $126K in Q2 2025. 439 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

  • Briaud Financial Planning reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 3,981 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $126K.
  • Briaud Financial Planning first reported a position in FT Vest Fund of Buffer ETFs in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's FT Vest Fund of Buffer ETFs position peaked at $126K in Q2 2025.
  • 439 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.