L.M. Kohn & Company’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

L.M. Kohn & Company’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 Q3	$1.09M	Sell	32,608 -129,047	-80%	-$4.21M	1.31%	21
2025 Q2	$5.14M	Sell	161,655 -648	-0.4%	-$19.5K	1.39%	14
2025 Q1	$4.82M	Buy	162,303 +12,146	+8%	+$371K	1.26%	18
2024 Q4	$4.58M	Sell	150,157 -63	-0%	-$1.91K	1.18%	17
2024 Q3	$4.49M	Buy	150,220 +17,078	+13%	+$499K	1.14%	17
2024 Q2	$3.88M	Buy	133,142 +21,131	+19%	+$596K	1.05%	17
2024 Q1	$3.13M	Buy	112,011 +58,400	+109%	+$1.59M	0.88%	20
2023 Q4	$1.42M	Buy	53,611 +11,137	+26%	+$281K	0.45%	48
2023 Q3	$1.04M	Buy	42,474 +10,710	+34%	+$269K	0.38%	54
2023 Q2	$795K	Buy	31,764 +1,656	+6%	+$39.6K	0.3%	80
2023 Q1	$707K	Buy	+30,108	New	+$691K	0.29%	75

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

L.M. Kohn & Company's BUFR Position: Q3 2025 in Review

L.M. Kohn & Company reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 80% in Q3 2025, selling an estimated $4.21M and leaving 32,608 shares worth $1.09M. The position accounts for 1.31% of the portfolio, ranked #21.

L.M. Kohn & Company first reported a position in BUFR in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.14M in Q2 2025. 437 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

L.M. Kohn & Company held 32,608 shares of FT Vest Fund of Buffer ETFs worth $1.09M as of Q3 2025.
L.M. Kohn & Company sold 129,047 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $4.21M.
FT Vest Fund of Buffer ETFs made up 1.31% of L.M. Kohn & Company's portfolio in Q3 2025, its #21 holding.
L.M. Kohn & Company first reported a position in FT Vest Fund of Buffer ETFs in Q1 2023 and has held it in 11 quarters since.
L.M. Kohn & Company's FT Vest Fund of Buffer ETFs position peaked at $5.14M in Q2 2025.
437 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.