LexAurum Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LexAurum 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
2025 Q2	–	Sell	-13,885	Closed	-$412K	–	363
2025 Q1	$412K	Sell	13,885 -2,204	-14%	-$67.4K	0.08%	219
2024 Q4	$490K	Buy	16,089 +8,556	+114%	+$259K	0.1%	182
2024 Q3	$225K	Sell	7,533 -1,375	-15%	-$40.2K	0.05%	282
2024 Q2	$258K	Hold	8,908	–	–	0.06%	244
2024 Q1	$249K	Sell	8,908 -786	-8%	-$21.4K	0.06%	252
2023 Q4	$258K	Sell	9,694 -6,966	-42%	-$176K	0.07%	252
2023 Q3	$408K	Sell	16,660 -14,797	-47%	-$372K	0.12%	165
2023 Q2	$788K	Buy	31,457 +16,391	+109%	+$392K	0.24%	96
2023 Q1	$354K	Sell	15,066 -2,669	-15%	-$61.2K	0.12%	159
2022 Q4	$394K	Sell	17,735 -97,107	-85%	-$2.14M	0.14%	148
2022 Q3	$2.39M	Buy	114,842 +505	+0.4%	+$11.2K	0.93%	26
2022 Q2	$2.45M	Sell	114,337 -73,633	-39%	-$1.65M	0.92%	24
2022 Q1	$4.47M	Buy	+187,970	New	+$4.4M	1.46%	17

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LexAurum Advisors's BUFR Position: Q2 2025 in Review

LexAurum Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025, closing a stake of 13,885 shares — an estimated $412K sold.

LexAurum Advisors first reported a position in BUFR in Q1 2022 and held it in 13 quarters. The position peaked at $4.47M in Q1 2022. 438 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

LexAurum Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2025 after selling out during the quarter.
LexAurum Advisors sold 13,885 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $412K.
LexAurum Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2022 and held it in 13 quarters.
LexAurum Advisors's FT Vest Fund of Buffer ETFs position peaked at $4.47M in Q1 2022.
438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on LexAurum Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.