FSB Premier Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

FSB Premier Wealth 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
2026 Q1	$859K	Buy	25,444 +4,291	+20%	+$147K	0.27%	91
2025 Q4	$725K	Sell	21,153 -385	-2%	-$13K	0.23%	105
2025 Q3	$720K	Sell	21,538 -6,296	-23%	-$205K	0.24%	103
2025 Q2	$885K	Buy	27,834 +446	+2%	+$13.4K	0.32%	83
2025 Q1	$813K	Buy	27,388 +13,491	+97%	+$412K	0.32%	91
2024 Q4	$423K	Buy	13,897 +6,916	+99%	+$210K	0.17%	135
2024 Q3	$209K	Buy	+6,981	New	+$204K	0.09%	193
2023 Q4	–	Sell	-8,745	Closed	-$214K	–	176
2023 Q3	$214K	Buy	+8,745	New	+$220K	0.12%	148
2022 Q1	–	Sell	-1,120	Closed	-$26K	–	183
2021 Q4	$26K	Buy	+1,120	New	+$26.5K	0.01%	314

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