Envestnet Portfolio Solutions
BUFR icon

Envestnet Portfolio Solutions’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Envestnet Portfolio Solutions’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 		$7.17M Sell
212,358
-155
-0.1% -$5.32K 0.04% 234
2025
Q4 		$7.28M Buy
212,513
+19,200
+10% +$648K 0.03% 302
2025
Q3 		$6.46M Buy
193,313
+18,190
+10% +$593K 0.02% 299
2025
Q2 		$5.57M Sell
175,123
-56,016
-24% -$1.69M 0.02% 337
2025
Q1 		$6.86M Sell
231,139
-252,860
-52% -$7.73M 0.03% 292
2024
Q4 		$14.7M Buy
483,999
+83,936
+21% +$2.55M 0.05% 189
2024
Q3 		$12M Buy
400,063
+84,525
+27% +$2.47M 0.04% 220
2024
Q2 		$9.13M Buy
315,538
+56,704
+22% +$1.6M 0.03% 251
2024
Q1 		$7.24M Buy
258,834
+41,470
+19% +$1.13M 0.03% 296
2023
Q4 		$5.78M Buy
217,364
+54,678
+34% +$1.38M 0.02% 296
2023
Q3 		$3.98M Buy
+162,686
New +$4.09M 0.02% 367

Other funds holding BUFR

LPL Financial
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
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