EWG Elevate’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

EWG Elevate’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 Q3	$792K	Hold	23,711	–	–	0.25%	67
2025 Q2	$754K	Hold	23,711	–	–	0.23%	79
2025 Q1	$704K	Hold	23,711	–	–	0.26%	64
2024 Q4	$722K	Buy	23,711 +1,095	+5%	+$33.2K	0.22%	83
2024 Q3	$676K	Sell	22,616 -5,163	-19%	-$151K	0.27%	60
2024 Q2	$803K	Buy	27,779 +16	+0.1%	+$451	0.29%	73
2024 Q1	$776K	Buy	+27,763	New	+$757K	0.3%	70

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 $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

EWG Elevate's BUFR Position: Q3 2025 in Review

EWG Elevate held its FT Vest Fund of Buffer ETFs (BUFR) position steady in Q3 2025 at 23,711 shares worth $792K. The position accounts for 0.25% of the portfolio, ranked #67.

EWG Elevate first reported a position in BUFR in Q1 2024 and has held it in 7 quarters since. The position peaked at $803K in Q2 2024. 437 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

EWG Elevate held 23,711 shares of FT Vest Fund of Buffer ETFs worth $792K as of Q3 2025.
EWG Elevate left its FT Vest Fund of Buffer ETFs share count unchanged in Q3 2025.
FT Vest Fund of Buffer ETFs made up 0.25% of EWG Elevate's portfolio in Q3 2025, its #67 holding.
EWG Elevate first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and has held it in 7 quarters since.
EWG Elevate's FT Vest Fund of Buffer ETFs position peaked at $803K in Q2 2024.
437 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.