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Cresset Asset Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Cresset Asset 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 		$663K Sell
19,627
-504
-3% -$17.3K ﹤0.01% 938
2025
Q4 		$690K Sell
20,131
-475
-2% -$16K ﹤0.01% 940
2025
Q3 		$689K Sell
20,606
-362
-2% -$11.8K ﹤0.01% 889
2025
Q2 		$667K Sell
20,968
-792
-4% -$23.8K ﹤0.01% 818
2025
Q1 		$646K Sell
21,760
-328
-1% -$10K ﹤0.01% 950
2024
Q4 		$673K Buy
22,088
+100
+0.5% +$3.03K ﹤0.01% 961
2024
Q3 		$657K Sell
21,988
-1,683
-7% -$49.2K ﹤0.01% 1382
2024
Q2 		$685K Hold
23,671
– – ﹤0.01% 1282
2024
Q1 		$662K Buy
23,671
+9,990
+73% +$272K ﹤0.01% 1193
2023
Q4 		$364K Buy
13,681
+415
+3% +$10.5K ﹤0.01% 1399
2023
Q3 		$325K Buy
13,266
+1,681
+15% +$42.2K ﹤0.01% 1404
2023
Q2 		$290K Buy
+11,585
New +$277K ﹤0.01% 1537

Other funds holding BUFR

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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