Capital Asset Advisory Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Capital Asset Advisory Services’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	$213K	Hold	6,000	–	–	0.01%	285
2025 Q4	$207K	Hold	6,000	–	–	0.01%	280
2025 Q3	$201K	Buy	+6,000	New	+$196K	0.01%	275
2023 Q4	–	Sell	-8,457	Closed	-$210K	–	310
2023 Q3	$210K	Sell	8,457 -800	-9%	-$20.1K	0.01%	298
2023 Q2	$234K	Hold	9,257	–	–	0.02%	294
2023 Q1	$217K	Sell	9,257 -146	-2%	-$3.35K	0.02%	321
2022 Q4	$209K	Buy	9,403 +912	+11%	+$20.1K	0.02%	347
2022 Q3	$177K	Buy	8,491 +6,800	+402%	+$151K	0.02%	304
2022 Q2	$36K	Hold	1,691	–	–	﹤0.01%	440
2022 Q1	$40K	Hold	1,691	–	–	﹤0.01%	439
2021 Q4	$41K	Buy	1,691 +941	+125%	+$22.2K	﹤0.01%	458
2021 Q3	$17K	Buy	+750	New	+$17.3K	﹤0.01%	559

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