KWA
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Kingswood Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Kingswood Wealth Advisors’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 		$1.42M Sell
41,977
-2,352
-5% -$80.8K 0.07% 294
2025
Q4 		$1.52M Sell
44,329
-5,249
-11% -$177K 0.07% 268
2025
Q3 		$1.66M Sell
49,578
-3,985
-7% -$130K 0.1% 210
2025
Q2 		$1.7M Sell
53,563
-15,881
-23% -$478K 0.13% 165
2025
Q1 		$2.06M Sell
69,444
-17,490
-20% -$534K 0.19% 126
2024
Q4 		$2.65M Buy
86,934
+55,964
+181% +$1.7M 0.2% 113
2024
Q3 		$926K Sell
30,970
-17,359
-36% -$507K 0.07% 312
2024
Q2 		$1.4M Buy
48,329
+14,410
+42% +$407K 0.13% 174
2024
Q1 		$948K Buy
33,919
+22,255
+191% +$607K 0.11% 214
2023
Q4 		$310K Buy
+11,664
New +$295K 0.04% 466

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