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Defined Financial Planning’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Defined Financial Planning’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
Q1 		– Sell
-93,190
Closed -$2.84M – 79
2024
Q4 		$2.84M Buy
+93,190
New +$2.83M 3.03% 9

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Defined Financial Planning's BUFR Position: Q1 2025 in Review

Defined Financial Planning sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2025, closing a stake of 93,190 shares — an estimated $2.84M sold.

Defined Financial Planning first reported a position in BUFR in Q4 2024 and held it in 1 quarter. The position peaked at $2.84M in Q4 2024. 432 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

  • Defined Financial Planning reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Defined Financial Planning sold 93,190 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $2.84M.
  • Defined Financial Planning first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and held it in 1 quarter.
  • Defined Financial Planning's FT Vest Fund of Buffer ETFs position peaked at $2.84M in Q4 2024.
  • 432 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

Based on Defined Financial Planning's 13F filing for Q1 2025, filed 16 Apr 2025.