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BUFR icon

Harbour Investments’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Harbour Investments’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 		$88.4M Buy
2,616,292
+134,350
+5% +$4.61M 1.36% 7
2025
Q4 		$85M Sell
2,481,942
-65,762
-3% -$2.22M 1.72% 5
2025
Q3 		$85.1M Buy
2,547,704
+87,334
+4% +$2.85M 1.93% 4
2025
Q2 		$78.2M Buy
2,460,370
+76,117
+3% +$2.29M 1.98% 4
2025
Q1 		$70.8M Buy
2,384,253
+179,166
+8% +$5.48M 2.02% 5
2024
Q4 		$67.2M Buy
2,205,087
+241,885
+12% +$7.34M 1.93% 7
2024
Q3 		$58.7M Buy
1,963,202
+402,779
+26% +$11.8M 1.77% 8
2024
Q2 		$45.1M Buy
1,560,423
+576,501
+59% +$16.3M 1.52% 8
2024
Q1 		$27.5M Buy
983,922
+215,196
+28% +$5.86M 0.97% 17
2023
Q4 		$20.4M Buy
768,726
+150,216
+24% +$3.8M 0.85% 20
2023
Q3 		$15.1M Buy
618,510
+69,786
+13% +$1.75M 0.76% 20
2023
Q2 		$13.7M Buy
548,724
+92,918
+20% +$2.22M 0.68% 23
2023
Q1 		$10.7M Buy
455,806
+41,141
+10% +$944K 0.58% 25
2022
Q4 		$9.21M Sell
414,665
-30,221
-7% -$666K 0.56% 32
2022
Q3 		$9.55M Hold
444,886
– – 0.64% 28
2022
Q2 		$9.55M Buy
+444,886
New +$9.96M 0.64% 28
2021
Q4 		$6.1M Buy
253,712
+21,243
+9% +$502K 0.36% 47
2021
Q3 		$5.33M Buy
232,469
+19,726
+9% +$456K 0.17% 109
2021
Q2 		$4.88M Buy
212,743
+134,430
+172% +$3.04M 0.16% 124
2021
Q1 		$1.73M Buy
+78,313
New +$1.7M 0.06% 282

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Harbour Investments's BUFR Position: Q1 2026 in Review

Harbour Investments increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 5.4% in Q1 2026, buying an estimated $4.61M and bringing the position to 2,616,292 shares worth $88.4M. The position accounts for 1.36% of the portfolio, ranked #7.

Harbour Investments first reported a position in BUFR in Q1 2021 and has held it in 20 quarters since. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Harbour Investments held 2,616,292 shares of FT Vest Fund of Buffer ETFs worth $88.4M as of Q1 2026.
  • Harbour Investments bought 134,350 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $4.61M.
  • FT Vest Fund of Buffer ETFs made up 1.36% of Harbour Investments's portfolio in Q1 2026, its #7 holding.
  • Harbour Investments first reported a position in FT Vest Fund of Buffer ETFs in Q1 2021 and has held it in 20 quarters since.
  • 502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.