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Capital CS Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Capital CS Group’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
Q1 		– Sell
-155,506
Closed -$4.74M – 65
2024
Q4 		$4.74M Buy
155,506
+9,366
+6% +$284K 6.22% 2
2024
Q3 		$4.37M Buy
146,140
+11,707
+9% +$342K 5.16% 2
2024
Q2 		$3.89M Sell
134,433
-37,203
-22% -$1.05M 4.33% 2
2024
Q1 		$4.8M Buy
171,636
+80,769
+89% +$2.2M 4.57% 3
2023
Q4 		$2.41M Buy
+90,867
New +$2.3M 2.63% 3

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Capital CS Group's BUFR Position: Q1 2025 in Review

Capital CS Group sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2025, closing a stake of 155,506 shares — an estimated $4.74M sold.

Capital CS Group first reported a position in BUFR in Q4 2023 and held it in 5 quarters. The position peaked at $4.8M in Q1 2024. 434 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

  • Capital CS Group reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Capital CS Group sold 155,506 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $4.74M.
  • Capital CS Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 5 quarters.
  • Capital CS Group's FT Vest Fund of Buffer ETFs position peaked at $4.8M in Q1 2024.
  • 434 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

Based on Capital CS Group's 13F filing for Q1 2025, filed 9 Apr 2025.