FIM
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Freedom Investment Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Freedom 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
-204,464
Closed -$6.5M – 236
2025
Q2 		$6.5M Buy
204,464
+7,397
+4% +$223K 0.52% 42
2025
Q1 		$5.85M Buy
197,067
+9,953
+5% +$304K 0.49% 43
2024
Q4 		$5.7M Buy
187,114
+85,913
+85% +$2.61M 0.47% 43
2024
Q3 		$3.02M Buy
101,201
+13,518
+15% +$395K 0.24% 72
2024
Q2 		$2.54M Sell
87,683
-7,858
-8% -$222K 0.21% 85
2024
Q1 		$2.67M Sell
95,541
-29,425
-24% -$802K 0.21% 84
2023
Q4 		$3.32M Sell
124,966
-3,605
-3% -$91.1K 0.27% 68
2023
Q3 		$3.15M Sell
128,571
-22,781
-15% -$572K 0.39% 48
2023
Q2 		$3.79M Sell
151,352
-13,887
-8% -$332K 0.43% 40
2023
Q1 		$3.88M Sell
165,239
-9,980
-6% -$229K 0.44% 44
2022
Q4 		$3.89M Buy
175,219
+6,342
+4% +$140K 0.44% 46
2022
Q3 		$3.52M Buy
168,877
+29,171
+21% +$649K 0.41% 53
2022
Q2 		$3M Buy
139,706
+51,546
+58% +$1.15M 0.32% 71
2022
Q1 		$2.1M Sell
88,160
-8,297
-9% -$194K 0.19% 134
2021
Q4 		$2.32M Buy
96,457
+1,793
+2% +$42.3K 0.17% 154
2021
Q3 		$2.17M Buy
94,664
+778
+0.8% +$18K 0.17% 160
2021
Q2 		$2.15M Buy
93,886
+7,385
+9% +$167K 0.16% 150
2021
Q1 		$1.91M Buy
+86,501
New +$1.88M 0.15% 167

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 $85.1B AUM 27.35% 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 $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Freedom Investment Management's BUFR Position: Q3 2025 in Review

Freedom Investment Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2025, closing a stake of 204,464 shares — an estimated $6.5M sold.

Freedom Investment Management first reported a position in BUFR in Q1 2021 and held it in 18 quarters. The position peaked at $6.5M in Q2 2025. 438 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

  • Freedom Investment Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 204,464 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $6.5M.
  • Freedom Investment Management first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's FT Vest Fund of Buffer ETFs position peaked at $6.5M in Q2 2025.
  • 438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.