Davies Financial Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Davies Financial 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
2025 Q4	–	Sell	-6,374	Closed	-$213K	–	48
2025 Q3	$213K	Sell	6,374 -2,995	-32%	-$97.7K	0.17%	64
2025 Q2	$298K	Hold	9,369	–	–	0.23%	62
2025 Q1	$278K	Sell	9,369 -1,039	-10%	-$31.8K	0.24%	55
2024 Q4	$317K	Sell	10,408 -136	-1%	-$4.12K	0.27%	50
2024 Q3	$315K	Sell	10,544 -12,838	-55%	-$375K	0.28%	53
2024 Q2	$676K	Sell	23,382 -104,672	-82%	-$2.95M	0.63%	36
2024 Q1	$3.58M	Buy	+128,054	New	+$3.49M	3.66%	5

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Davies Financial Advisors's BUFR Position: Q4 2025 in Review

Davies Financial Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2025, closing a stake of 6,374 shares — an estimated $213K sold.

Davies Financial Advisors first reported a position in BUFR in Q1 2024 and held it in 7 quarters. The position peaked at $3.58M in Q1 2024. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

Davies Financial Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2025 after selling out during the quarter.
Davies Financial Advisors sold 6,374 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $213K.
Davies Financial Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and held it in 7 quarters.
Davies Financial Advisors's FT Vest Fund of Buffer ETFs position peaked at $3.58M in Q1 2024.
500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on Davies Financial Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.