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Claro Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Claro Advisors’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 		$899K Sell
26,609
-1,380
-5% -$47.4K 0.11% 160
2025
Q4 		$959K Buy
27,989
+1,963
+8% +$66.3K 0.13% 138
2025
Q3 		$870K Sell
26,026
-5,040
-16% -$164K 0.13% 147
2025
Q2 		$988K Sell
31,066
-390
-1% -$11.7K 0.16% 118
2025
Q1 		$934K Buy
31,456
+1,225
+4% +$37.4K 0.13% 157
2024
Q4 		$921K Buy
30,231
+6,703
+28% +$203K 0.12% 151
2024
Q3 		$703K Buy
23,528
+4,755
+25% +$139K 0.09% 214
2024
Q2 		$543K Buy
18,773
+187
+1% +$5.28K 0.08% 228
2024
Q1 		$520K Buy
+18,586
New +$507K 0.09% 232
2023
Q4 		– Sell
-19,819
Closed -$485K – 389
2023
Q3 		$485K Sell
19,819
-5,104
-20% -$128K 0.12% 198
2023
Q2 		$624K Sell
24,923
-3,221
-11% -$77.1K 0.16% 164
2023
Q1 		$661K Sell
28,144
-126
-0.4% -$2.89K 0.19% 128
2022
Q4 		$628K Buy
28,270
+1,437
+5% +$31.7K 0.21% 120
2022
Q3 		$576K Hold
26,833
– – 0.23% 112
2022
Q2 		$576K Buy
26,833
+12,533
+88% +$280K 0.23% 112
2022
Q1 		$344K Hold
14,300
– – 0.12% 180
2021
Q4 		$344K Buy
+14,300
New +$338K 0.12% 180

Other funds holding BUFR

LPL Financial
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
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
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