EH
BUFR icon

Equitable Holdings’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Equitable Holdings’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 		$37.4M Buy
1,091,040
+87,190
+9% +$2.99M 0.24% 92
2025
Q4 		$34.4M Buy
1,003,850
+49,296
+5% +$1.66M 0.24% 93
2025
Q3 		$31.9M Buy
954,554
+124,327
+15% +$4.06M 0.23% 92
2025
Q2 		$26.4M Buy
830,227
+102,605
+14% +$3.09M 0.22% 99
2025
Q1 		$21.6M Buy
727,622
+171,148
+31% +$5.23M 0.21% 104
2024
Q4 		$17M Buy
556,474
+75,675
+16% +$2.29M 0.16% 112
2024
Q3 		$14.4M Buy
480,799
+147,723
+44% +$4.32M 0.14% 127
2024
Q2 		$9.63M Buy
333,076
+113,143
+51% +$3.19M 0.1% 163
2024
Q1 		$6.15M Buy
219,933
+131,081
+148% +$3.57M 0.07% 210
2023
Q4 		$2.36M Buy
88,852
+39,152
+79% +$989K 0.03% 369
2023
Q3 		$1.22M Buy
+49,700
New +$1.25M 0.02% 487

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