Cornerstone Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Cornerstone Wealth Management’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	$2.21M	Buy	65,521 +8,054	+14%	+$277K	0.11%	174
2025 Q4	$1.97M	Buy	57,467 +4,365	+8%	+$147K	0.1%	186
2025 Q3	$1.77M	Buy	53,102 +936	+2%	+$30.5K	0.1%	186
2025 Q2	$1.66M	Buy	52,166 +825	+2%	+$24.8K	0.1%	176
2025 Q1	$1.52M	Buy	51,341 +10,080	+24%	+$308K	0.1%	174
2024 Q4	$1.26M	Buy	41,261 +2,375	+6%	+$72K	0.08%	195
2024 Q3	$1.16M	Buy	38,886 +6,492	+20%	+$190K	0.08%	194
2024 Q2	$937K	Buy	32,394 +7,019	+28%	+$198K	0.07%	215
2024 Q1	$709K	Buy	25,375 +4,799	+23%	+$131K	0.06%	255
2023 Q4	$547K	Buy	20,576 +271	+1%	+$6.85K	0.05%	303
2023 Q3	$497K	Buy	+20,305	New	+$510K	0.05%	308

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