Hazlett, Burt & Watson’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Hazlett, Burt & Watson’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	$1.09M	Buy	32,424 +1,028	+3%	+$35.3K	0.34%	78
2025 Q4	$1.07M	Buy	31,396 +2,957	+10%	+$99.8K	0.34%	71
2025 Q3	$950K	Buy	28,439 +725	+3%	+$23.6K	0.34%	71
2025 Q2	$883K	Buy	27,714 +2,278	+9%	+$68.6K	0.36%	65
2025 Q1	$756K	Buy	25,436 +2,012	+9%	+$61.5K	0.34%	67
2024 Q4	$716K	Buy	23,424 +4,227	+22%	+$128K	0.32%	72
2024 Q3	$572K	Buy	19,197 +18,828	+5,102%	+$550K	0.26%	86
2024 Q2	$11K	Hold	369	–	–	0.01%	516
2024 Q1	$11K	Hold	369	–	–	0.01%	505
2023 Q4	$9K	Hold	369	–	–	0.01%	501
2023 Q3	$9K	Hold	369	–	–	0.01%	504
2023 Q2	$9K	Hold	369	–	–	0.01%	481
2023 Q1	$9K	Buy	+369	New	+$8.46K	0.01%	455

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