Jim Simons’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Jim Simons’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	$746K	Buy	+22,100	New	+$759K	﹤0.01%	2414
2025 Q4	–	Sell	-40,500	Closed	-$1.35M	–	3271
2025 Q3	$1.35M	Buy	40,500 +15,400	+61%	+$502K	﹤0.01%	2324
2025 Q2	$798K	Sell	25,100 -3,100	-11%	-$93.3K	﹤0.01%	2611
2025 Q1	$837K	Sell	28,200 -234,604	-89%	-$7.17M	﹤0.01%	2518
2024 Q4	$8.01M	Buy	262,804 +136,704	+108%	+$4.15M	0.01%	1147
2024 Q3	$3.77M	Sell	126,100 -80,471	-39%	-$2.35M	0.01%	1623
2024 Q2	$5.97M	Buy	206,571 +5,571	+3%	+$157K	0.01%	1195
2024 Q1	$5.62M	Sell	201,000 -31,991	-14%	-$872K	0.01%	1345
2023 Q4	$6.19M	Buy	232,991 +169,277	+266%	+$4.28M	0.01%	1217
2023 Q3	$1.56M	Buy	63,714 +20,391	+47%	+$512K	﹤0.01%	2015
2023 Q2	$1.08M	Buy	+43,323	New	+$1.04M	﹤0.01%	2421

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 22.96% 1-Year Est. Return

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

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) 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jim Simons's BUFR Position: Q1 2026 in Review

Jim Simons opened a new position in FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026: 22,100 shares worth $746K. The stake represents ﹤0.01% of the portfolio and ranks #2414 among its holdings. This is a return to the name: Jim Simons previously reported a position in BUFR as recently as Q3 2025.

Jim Simons first reported a position in BUFR in Q2 2023 and has held it in 11 quarters since. The position peaked at $8.01M in Q4 2024. 503 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

Jim Simons held 22,100 shares of FT Vest Fund of Buffer ETFs worth $746K as of Q1 2026.
FT Vest Fund of Buffer ETFs was a new Jim Simons position in Q1 2026.
FT Vest Fund of Buffer ETFs made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2414 holding.
Jim Simons first reported a position in FT Vest Fund of Buffer ETFs in Q2 2023 and has held it in 11 quarters since.
Jim Simons's FT Vest Fund of Buffer ETFs position peaked at $8.01M in Q4 2024.
503 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.