Envestnet Asset Management
BUFR icon

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

Envestnet 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 		$300M Buy
8,887,386
+1,971,147
+29% +$67.7M 0.08% 229
2025
Q4 		$237M Sell
6,916,239
-1,351,637
-16% -$45.6M 0.07% 257
2025
Q3 		$276M Buy
8,267,876
+681,248
+9% +$22.2M 0.08% 237
2025
Q2 		$241M Sell
7,586,628
-1,598
-0% -$48.1K 0.07% 258
2025
Q1 		$225M Buy
7,588,226
+917,139
+14% +$28M 0.07% 265
2024
Q4 		$203M Buy
6,671,087
+426,009
+7% +$12.9M 0.07% 274
2024
Q3 		$187M Buy
6,245,078
+841,213
+16% +$24.6M 0.06% 295
2024
Q2 		$156M Buy
5,403,865
+1,477,978
+38% +$41.7M 0.05% 320
2024
Q1 		$110M Buy
3,925,887
+545,886
+16% +$14.9M 0.04% 421
2023
Q4 		$89.8M Buy
3,380,001
+1,113,046
+49% +$28.1M 0.04% 431
2023
Q3 		$55.5M Buy
2,266,955
+715,194
+46% +$18M 0.03% 542
2023
Q2 		$38.9M Buy
1,551,761
+2,265
+0.1% +$54.2K 0.02% 602
2023
Q1 		$36.4M Sell
1,549,496
-259,091
-14% -$5.94M 0.02% 602
2022
Q4 		$40.2M Sell
1,808,587
-301,965
-14% -$6.65M 0.02% 546
2022
Q3 		$44M Buy
2,110,552
+142,708
+7% +$3.17M 0.03% 471
2022
Q2 		$42.2M Buy
1,967,844
+134,999
+7% +$3.02M 0.02% 497
2022
Q1 		$43.6M Buy
1,832,845
+536,655
+41% +$12.6M 0.02% 524
2021
Q4 		$31.1M Buy
1,296,190
+1,014,266
+360% +$24M 0.02% 660
2021
Q3 		$6.47M Buy
281,924
+53,779
+24% +$1.24M ﹤0.01% 1384
2021
Q2 		$5.23M Buy
228,145
+79,894
+54% +$1.81M ﹤0.01% 1488
2021
Q1 		$3.28M Buy
+148,251
New +$3.23M ﹤0.01% 1647

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management's BUFR Position: Q1 2026 in Review

Envestnet Asset Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 29% in Q1 2026, buying an estimated $67.7M and bringing the position to 8,887,386 shares worth $300M. The position accounts for 0.08% of the portfolio, ranked #229.

Envestnet Asset Management first reported a position in BUFR in Q1 2021 and has held it in 21 quarters since. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Envestnet Asset Management held 8,887,386 shares of FT Vest Fund of Buffer ETFs worth $300M as of Q1 2026.
  • Envestnet Asset Management bought 1,971,147 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $67.7M.
  • FT Vest Fund of Buffer ETFs made up 0.08% of Envestnet Asset Management's portfolio in Q1 2026, its #229 holding.
  • Envestnet Asset Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 21 quarters since.
  • 502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.