IAA
BUFR icon

Independent Advisor Alliance’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Independent Advisor Alliance’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 		$43.3M Buy
1,282,008
+1,275,424
+19,372% +$43.8M 0.46% 42
2025
Q4 		$226K Hold
6,584
– – 0.01% 899
2025
Q3 		$220K Hold
6,584
– – 0.01% 860
2025
Q2 		$209K Sell
6,584
-2,579
-28% -$77.6K 0.01% 833
2025
Q1 		$272K Sell
9,163
-1,509,062
-99% -$46.1M 0.01% 680
2024
Q4 		$46.3M Buy
1,518,225
+1,507,888
+14,587% +$45.7M 0.61% 28
2024
Q3 		$309K Buy
10,337
+2,475
+31% +$72.3K 0.01% 559
2024
Q2 		$227K Sell
7,862
-2,603
-25% -$73.4K 0.01% 642
2024
Q1 		$293K Buy
+10,465
New +$285K 0.01% 576

Other funds holding BUFR

LPL Financial
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
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 $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