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

Catalina Capital 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
2026 Q1	$291K	Buy	8,615 +600	+7%	+$20.6K	0.17%	109
2025 Q4	$275K	Hold	8,015	–	–	0.17%	109
2025 Q3	$268K	Sell	8,015 -44	-0.5%	-$1.44K	0.16%	111
2025 Q2	$256K	Hold	8,059	–	–	0.17%	112
2025 Q1	$239K	Hold	8,059	–	–	0.16%	133
2024 Q4	$246K	Buy	+8,059	New	+$244K	0.08%	254

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Catalina Capital Group's BUFR Position: Q1 2026 in Review

Catalina Capital Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 7.5% in Q1 2026, buying an estimated $20.6K and bringing the position to 8,615 shares worth $291K. The position accounts for 0.17% of the portfolio, ranked #109.

Catalina Capital Group first reported a position in BUFR in Q4 2024 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Catalina Capital Group held 8,615 shares of FT Vest Fund of Buffer ETFs worth $291K as of Q1 2026.
Catalina Capital Group bought 600 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $20.6K.
FT Vest Fund of Buffer ETFs made up 0.17% of Catalina Capital Group's portfolio in Q1 2026, its #109 holding.
Catalina Capital Group first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
505 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.