LPL Financial
BUFR icon

LPL Financial’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

LPL Financial’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 		$1.59B Buy
47,103,344
+2,481,521
+6% +$85.2M 0.42% 44
2025
Q4 		$1.53B Buy
44,621,823
+2,609,325
+6% +$88.1M 0.42% 46
2025
Q3 		$1.4B Buy
42,012,498
+2,222,772
+6% +$72.5M 0.41% 48
2025
Q2 		$1.27B Sell
39,789,726
-732,873
-2% -$22.1M 0.42% 45
2025
Q1 		$1.2B Buy
40,522,599
+5,137,595
+15% +$157M 0.47% 37
2024
Q4 		$1.08B Buy
35,385,004
+1,374,075
+4% +$41.7M 0.44% 41
2024
Q3 		$1.02B Buy
34,010,929
+4,443,144
+15% +$130M 0.45% 41
2024
Q2 		$855M Buy
29,567,785
+4,665,080
+19% +$132M 0.43% 44
2024
Q1 		$696M Buy
24,902,705
+3,034,557
+14% +$82.7M 0.37% 52
2023
Q4 		$581M Buy
21,868,148
+9,561,038
+78% +$242M 0.35% 56
2023
Q3 		$301M Buy
12,307,110
+7,278,388
+145% +$183M 0.21% 101
2023
Q2 		$126M Buy
5,028,722
+4,826,893
+2,392% +$116M 0.09% 201
2023
Q1 		$4.74M Buy
201,829
+9,359
+5% +$215K ﹤0.01% 1548
2022
Q4 		$4.27M Buy
192,470
+124,563
+183% +$2.74M ﹤0.01% 1557
2022
Q3 		$1.42M Buy
67,907
+1,468
+2% +$32.6K ﹤0.01% 2253
2022
Q2 		$1.43M Buy
66,439
+32,231
+94% +$721K ﹤0.01% 2286
2022
Q1 		$813K Sell
34,208
-2,022
-6% -$47.3K ﹤0.01% 2789
2021
Q4 		$871K Buy
+36,230
New +$856K ﹤0.01% 2781

Other funds holding BUFR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return