LaSalle St. Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LaSalle St. Investment 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	$1.26M	Sell	37,219 -194	-0.5%	-$6.66K	0.18%	96
2025 Q4	$1.28M	Sell	37,413 -282	-0.7%	-$9.52K	0.21%	81
2025 Q3	$1.26M	Sell	37,695 -1,165	-3%	-$38K	0.23%	71
2025 Q2	$1.24M	Sell	38,860 -453	-1%	-$13.6K	0.34%	60
2025 Q1	$1.17M	Sell	39,313 -410	-1%	-$12.5K	0.28%	68
2024 Q4	$1.21M	Buy	+39,723	New	+$1.2M	0.38%	47

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 $79.5B AUM 27.1% 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

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 $43.3B AUM 29.3% 1-Year Est. Return

LaSalle St. Investment Advisors's BUFR Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its FT Vest Fund of Buffer ETFs (BUFR) stake by 0.52% in Q1 2026, selling an estimated $6.66K and leaving 37,219 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #96.

LaSalle St. Investment Advisors first reported a position in BUFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

LaSalle St. Investment Advisors held 37,219 shares of FT Vest Fund of Buffer ETFs worth $1.26M as of Q1 2026.
LaSalle St. Investment Advisors sold 194 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $6.66K.
FT Vest Fund of Buffer ETFs made up 0.18% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #96 holding.
LaSalle St. Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2024 and has held it in 6 quarters since.
LaSalle St. Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $1.28M in Q4 2025.
502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.