Consolidated Portfolio Review Corp’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-154,357	Closed	-$5.17M	–	94
2025 Q3	$5.17M	Buy	154,357 +1,037	+0.7%	+$33.8K	0.65%	33
2025 Q2	$4.88M	Buy	153,320 +8,666	+6%	+$261K	0.67%	28
2025 Q1	$4.29M	Sell	144,654 -1,138	-0.8%	-$34.8K	0.69%	29
2024 Q4	$4.44M	Buy	145,792 +10,056	+7%	+$305K	0.7%	30
2024 Q3	$4.06M	Buy	135,736 +3,137	+2%	+$91.7K	0.91%	23
2024 Q2	$3.83M	Buy	132,599 +9,715	+8%	+$274K	0.89%	24
2024 Q1	$3.44M	Sell	122,884 -4,494	-4%	-$122K	0.9%	25
2023 Q4	$3.38M	Buy	127,378 +14,129	+12%	+$357K	0.77%	26
2023 Q3	$2.77M	Buy	113,249 +11,953	+12%	+$300K	0.67%	30
2023 Q2	$2.54M	Buy	101,296 +10,672	+12%	+$255K	0.6%	44
2023 Q1	$2.13M	Buy	+90,624	New	+$2.08M	0.58%	46

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Consolidated Portfolio Review Corp's BUFR Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2025, closing a stake of 154,357 shares — an estimated $5.17M sold.

Consolidated Portfolio Review Corp first reported a position in BUFR in Q1 2023 and held it in 11 quarters. The position peaked at $5.17M in Q3 2025. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 154,357 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $5.17M.
Consolidated Portfolio Review Corp first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's FT Vest Fund of Buffer ETFs position peaked at $5.17M in Q3 2025.
500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.