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Concord Wealth Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Concord Wealth Partners’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 		– Sell
-600
Closed -$20.6K – 276
2025
Q4 		$20.6K Sell
600
-597
-50% -$20.2K ﹤0.01% 439
2025
Q3 		$40K Buy
+1,197
New +$39K 0.01% 367

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Raymond James Financial
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Morgan Stanley
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Carson Wealth (CWM LLC)
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Concord Wealth Partners's BUFR Position: Q1 2026 in Review

Concord Wealth Partners sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 600 shares — an estimated $20.6K sold.

Concord Wealth Partners first reported a position in BUFR in Q3 2025 and held it in 2 quarters. The position peaked at $40K in Q3 2025. 505 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Concord Wealth Partners reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 600 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $20.6K.
  • Concord Wealth Partners first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and held it in 2 quarters.
  • Concord Wealth Partners's FT Vest Fund of Buffer ETFs position peaked at $40K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.