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Lane & Associates’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Lane & Associates’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
Q1 		$1.51M Buy
50,967
+12,032
+31% +$368K 0.82% 32
2024
Q4 		$1.21M Buy
+38,935
New +$1.18M 0.62% 34

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Lane & Associates's BUFR Position: Q1 2025 in Review

Lane & Associates increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 31% in Q1 2025, buying an estimated $368K and bringing the position to 50,967 shares worth $1.51M. The position accounts for 0.82% of the portfolio, ranked #32.

Lane & Associates first reported a position in BUFR in Q4 2024 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

  • Lane & Associates held 50,967 shares of FT Vest Fund of Buffer ETFs worth $1.51M as of Q1 2025.
  • Lane & Associates bought 12,032 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $368K.
  • FT Vest Fund of Buffer ETFs made up 0.82% of Lane & Associates's portfolio in Q1 2025, its #32 holding.
  • Lane & Associates first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.