Heritage Wealth Management (Ohio)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.31M	Buy	38,884 +904	+2%	+$31K	0.65%	47
2025 Q4	$1.3M	Buy	37,980 +680	+2%	+$23K	0.36%	73
2025 Q3	$1.25M	Buy	37,300 +2,865	+8%	+$93.5K	0.37%	72
2025 Q2	$1.1M	Sell	34,435 -2,661	-7%	-$80.1K	0.35%	73
2025 Q1	$1.1M	Buy	37,096 +1,877	+5%	+$57.4K	0.37%	68
2024 Q4	$1.07M	Buy	35,219 +2,205	+7%	+$66.9K	0.36%	72
2024 Q3	$987K	Buy	33,014 +229	+0.7%	+$6.69K	0.32%	79
2024 Q2	$955K	Buy	+32,785	New	+$925K	0.32%	83

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