Brinker Capital Investments’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Brinker Capital Investments’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	$2.5M	Sell	74,120 -50,623	-41%	-$1.74M	0.02%	648
2025 Q4	$4.27M	Buy	124,743 +48,759	+64%	+$1.65M	0.03%	492
2025 Q3	$2.54M	Buy	75,984 +2,287	+3%	+$74.6K	0.02%	704
2025 Q2	$2.34M	Buy	73,697 +2,765	+4%	+$83.2K	0.02%	700
2025 Q1	$2.11M	Buy	70,932 +18,904	+36%	+$578K	0.02%	677
2024 Q4	$1.59M	Sell	52,028 -66,150	-56%	-$2.01M	0.02%	809
2024 Q3	$3.53M	Buy	118,178 +1,196	+1%	+$35K	0.04%	436
2024 Q2	$3.38M	Buy	116,982 +1,080	+0.9%	+$30.5K	0.04%	424
2024 Q1	$3.24M	Sell	115,902 -6,004	-5%	-$164K	0.03%	448
2023 Q4	$3.24M	Buy	+121,906	New	+$3.08M	0.04%	428

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