Independent Wealth Network’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Independent Wealth Network’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	$1.62M	Buy	47,911 +1,576	+3%	+$54.1K	0.48%	46
2025 Q4	$1.59M	Sell	46,335 -17,350	-27%	-$586K	0.48%	48
2025 Q3	$2.13M	Buy	63,685 +6,689	+12%	+$218K	0.68%	35
2025 Q2	$1.81M	Buy	56,996 +3,902	+7%	+$117K	0.66%	39
2025 Q1	$1.58M	Buy	53,094 +11,124	+27%	+$340K	0.63%	40
2024 Q4	$1.28M	Buy	41,970 +8,065	+24%	+$245K	0.52%	45
2024 Q3	$1.01M	Buy	33,905 +3,454	+11%	+$101K	0.45%	55
2024 Q2	$881K	Buy	30,451 +1,113	+4%	+$31.4K	0.41%	65
2024 Q1	$820K	Buy	+29,338	New	+$800K	0.38%	68

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