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

Concurrent Investment 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	$10.7M	Buy	316,548 +44,706	+16%	+$1.54M	0.12%	190
2025 Q4	$9.31M	Buy	271,842 +50,001	+23%	+$1.69M	0.11%	202
2025 Q3	$7.41M	Sell	221,841 -42,713	-16%	-$1.39M	0.13%	174
2025 Q2	$8.41M	Sell	264,554 -219,724	-45%	-$6.61M	0.16%	138
2025 Q1	$14.4M	Buy	484,278 +70,765	+17%	+$2.16M	0.35%	59
2024 Q4	$12.6M	Buy	413,513 +54,046	+15%	+$1.64M	0.34%	65
2024 Q3	$10.7M	Sell	359,467 -1,817	-0.5%	-$53.1K	0.32%	76
2024 Q2	$10.4M	Buy	361,284 +20,662	+6%	+$583K	0.35%	67
2024 Q1	$9.52M	Buy	340,622 +119,064	+54%	+$3.24M	0.39%	58
2023 Q4	$5.89M	Buy	+221,558	New	+$5.6M	0.28%	80

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