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Ipsen Advisor Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Ipsen Advisor Group’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 		$2.27M Buy
67,364
+11,646
+21% +$400K 1.59% 19
2025
Q4 		$1.91M Buy
55,718
+48,971
+726% +$1.65M 1.36% 21
2025
Q3 		$225K Buy
+6,747
New +$220K 0.16% 95

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Ipsen Advisor Group's BUFR Position: Q1 2026 in Review

Ipsen Advisor Group increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 21% in Q1 2026, buying an estimated $400K and bringing the position to 67,364 shares worth $2.27M. The position accounts for 1.59% of the portfolio, ranked #19.

Ipsen Advisor Group first reported a position in BUFR in Q3 2025 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Ipsen Advisor Group held 67,364 shares of FT Vest Fund of Buffer ETFs worth $2.27M as of Q1 2026.
  • Ipsen Advisor Group bought 11,646 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $400K.
  • FT Vest Fund of Buffer ETFs made up 1.59% of Ipsen Advisor Group's portfolio in Q1 2026, its #19 holding.
  • Ipsen Advisor Group first reported a position in FT Vest Fund of Buffer ETFs in Q3 2025 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.