Financial Network Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Financial Network Wealth Advisors’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	$10M	Sell	296,963 -2,536	-0.8%	-$87.1K	10.26%	1
2025 Q4	$10.3M	Sell	299,499 -5,346	-2%	-$181K	10.69%	1
2025 Q3	$10.2M	Sell	304,845 -9,041	-3%	-$295K	11.14%	1
2025 Q2	$9.98M	Sell	313,886 -9,011	-3%	-$271K	12.14%	1
2025 Q1	$9.59M	Buy	322,897 +84,097	+35%	+$2.57M	12.59%	1
2024 Q4	$7.28M	Sell	238,800 -281,301	-54%	-$8.53M	13.53%	1
2024 Q3	$15.5M	Sell	520,101 -24,813	-5%	-$725K	12.84%	1
2024 Q2	$15.8M	Sell	544,914 -5,012	-0.9%	-$141K	11.78%	1
2024 Q1	$15.4M	Sell	549,926 -39,037	-7%	-$1.06M	15.31%	1
2023 Q4	$15.6M	Buy	+588,963	New	+$14.9M	16.66%	1

Other funds holding BUFR

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 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 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