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

IronOak Wealth’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 		$272K Buy
+8,539
New +$257K 0.26% 62
2024
Q4 		$3.32M Buy
+109,050
New +$3.31M 3.72% 6

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IronOak Wealth's BUFR Position: Q2 2025 in Review

IronOak Wealth opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025: 8,539 shares worth $272K. The stake represents 0.26% of the portfolio and ranks #62 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in BUFR as recently as Q4 2024.

IronOak Wealth first reported a position in BUFR in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.32M in Q4 2024. 439 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

  • IronOak Wealth held 8,539 shares of FT Vest Fund of Buffer ETFs worth $272K as of Q2 2025.
  • FT Vest Fund of Buffer ETFs was a new IronOak Wealth position in Q2 2025.
  • FT Vest Fund of Buffer ETFs made up 0.26% of IronOak Wealth's portfolio in Q2 2025, its #62 holding.
  • IronOak Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 2 quarters since.
  • IronOak Wealth's FT Vest Fund of Buffer ETFs position peaked at $3.32M in Q4 2024.
  • 439 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.