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Financial Advocates Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-138,682
Closed -$4.41M – 156
2025
Q2 		$4.41M Buy
138,682
+66,357
+92% +$2M 0.36% 57
2025
Q1 		$2.15M Buy
72,325
+2,524
+4% +$77.1K 0.15% 154
2024
Q4 		$2.13M Buy
69,801
+24,900
+55% +$755K 0.12% 172
2024
Q3 		$1.34M Buy
44,901
+6,103
+16% +$178K 0.08% 246
2024
Q2 		$1.12M Sell
38,798
-7,960
-17% -$225K 0.07% 268
2024
Q1 		$1.31M Buy
46,758
+1,617
+4% +$44.1K 0.08% 252
2023
Q4 		$1.2M Buy
45,141
+33,386
+284% +$844K 0.08% 251
2023
Q3 		$288K Sell
11,755
-1,705
-13% -$42.8K 0.02% 535
2023
Q2 		$337K Buy
13,460
+155
+1% +$3.71K 0.02% 492
2023
Q1 		$312K Sell
13,305
-1,767
-12% -$40.5K 0.02% 545
2022
Q4 		$335K Sell
15,072
-4,428
-23% -$97.6K 0.03% 531
2022
Q3 		$406K Buy
19,500
+630
+3% +$14K 0.03% 465
2022
Q2 		$405K Buy
18,870
+7,706
+69% +$172K 0.03% 437
2022
Q1 		$265K Buy
11,164
+1,400
+14% +$32.8K 0.02% 612
2021
Q4 		$235K Buy
+9,764
New +$231K 0.01% 685

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Financial Advocates Investment Management's BUFR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2025, closing a stake of 138,682 shares — an estimated $4.41M sold.

Financial Advocates Investment Management first reported a position in BUFR in Q4 2021 and held it in 15 quarters. The position peaked at $4.41M in Q2 2025. 437 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 138,682 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $4.41M.
  • Financial Advocates Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and held it in 15 quarters.
  • Financial Advocates Investment Management's FT Vest Fund of Buffer ETFs position peaked at $4.41M in Q2 2025.
  • 437 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.