Higgins & Schmidt Wealth Strategies’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Higgins & Schmidt Wealth Strategies’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 Q2	–	Sell	-63,764	Closed	-$1.89M	–	52
2025 Q1	$1.89M	Sell	63,764 -7,683	-11%	-$235K	1.12%	16
2024 Q4	$2.18M	Sell	71,447 -167,653	-70%	-$5.08M	1.36%	14
2024 Q3	$7.15M	Buy	239,100 +8,536	+4%	+$249K	4.61%	7
2024 Q2	$6.67M	Buy	230,564 +7,800	+4%	+$220K	4.81%	7
2024 Q1	$6.23M	Buy	222,764 +187	+0.1%	+$5.1K	4.59%	7
2023 Q4	$5.91M	Buy	+222,577	New	+$5.62M	4.76%	7

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BUFR Position: Q2 2025 in Review

Higgins & Schmidt Wealth Strategies sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025, closing a stake of 63,764 shares — an estimated $1.89M sold.

Higgins & Schmidt Wealth Strategies first reported a position in BUFR in Q4 2023 and held it in 6 quarters. The position peaked at $7.15M in Q3 2024. 438 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

Higgins & Schmidt Wealth Strategies reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2025 after selling out during the quarter.
Higgins & Schmidt Wealth Strategies sold 63,764 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $1.89M.
Higgins & Schmidt Wealth Strategies first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 6 quarters.
Higgins & Schmidt Wealth Strategies's FT Vest Fund of Buffer ETFs position peaked at $7.15M in Q3 2024.
438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2025, filed 3 Jul 2025.