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

Lion Street 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 Q3	–	Sell	-56,448	Closed	-$1.8M	–	253
2025 Q2	$1.8M	Buy	56,448 +2,164	+4%	+$65.1K	0.54%	36
2025 Q1	$1.61M	Buy	54,284 +2,953	+6%	+$90.2K	0.51%	37
2024 Q4	$1.56M	Buy	51,331 +1,133	+2%	+$34.4K	0.5%	37
2024 Q3	$1.5M	Buy	50,198 +151	+0.3%	+$4.41K	0.52%	36
2024 Q2	$1.45M	Buy	50,047 +10,857	+28%	+$306K	0.54%	34
2024 Q1	$1.04M	Hold	39,190	–	–	0.43%	45
2023 Q4	$1.04M	Buy	39,190 +1,995	+5%	+$50.4K	0.43%	45
2023 Q3	$911K	Buy	+37,195	New	+$935K	0.3%	65
2023 Q2	–	Sell	-41,428	Closed	-$972K	–	245
2023 Q1	$972K	Buy	+41,428	New	+$950K	0.3%	57
2022 Q4	–	Sell	-24,975	Closed	-$520K	–	153
2022 Q3	$520K	Buy	+24,975	New	+$555K	0.26%	55

Other funds holding BUFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lion Street Advisors's BUFR Position: Q3 2025 in Review

Lion Street Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2025, closing a stake of 56,448 shares — an estimated $1.8M sold.

Lion Street Advisors first reported a position in BUFR in Q3 2022 and held it in 10 quarters. The position peaked at $1.8M in Q2 2025. 438 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

Lion Street Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 56,448 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $1.8M.
Lion Street Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and held it in 10 quarters.
Lion Street Advisors's FT Vest Fund of Buffer ETFs position peaked at $1.8M in Q2 2025.
438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.