Masso Torrence Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Masso Torrence Wealth Management’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	$251K	Buy	7,522 +175	+2%	+$5.71K	0.1%	94
2025 Q2	$234K	Buy	7,347 +440	+6%	+$13.2K	0.11%	92
2025 Q1	$205K	Hold	6,907	–	–	0.11%	92
2024 Q4	$210K	Sell	6,907 -250	-3%	-$7.58K	0.11%	90
2024 Q3	$214K	Sell	7,157 -340	-5%	-$9.94K	0.12%	86
2024 Q2	$217K	Sell	7,497 -323	-4%	-$9.11K	0.12%	84
2024 Q1	$219K	Sell	7,820 -375	-5%	-$10.2K	0.13%	87
2023 Q4	$218K	Sell	8,195 -207	-2%	-$5.23K	0.15%	82
2023 Q3	$206K	Sell	8,402 -5,640	-40%	-$142K	0.16%	78
2023 Q2	$352K	Buy	14,042 +289	+2%	+$6.92K	0.25%	65
2023 Q1	$323K	Sell	13,753 -51,309	-79%	-$1.18M	0.26%	68
2022 Q4	$1.45M	Sell	65,062 -118,587	-65%	-$2.61M	1.15%	30
2022 Q3	$3.83M	Sell	183,649 -7,901	-4%	-$176K	3.38%	7
2022 Q2	$4.11M	Sell	191,550 -9,461	-5%	-$212K	3.62%	5
2022 Q1	$4.78M	Buy	201,011 +312	+0.2%	+$7.3K	3.82%	7
2021 Q4	$4.82M	Buy	+200,699	New	+$4.74M	3.37%	6

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 $71.6B AUM 21.08% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Masso Torrence Wealth Management's BUFR Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.4% in Q3 2025, buying an estimated $5.71K and bringing the position to 7,522 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #94.

Masso Torrence Wealth Management first reported a position in BUFR in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.82M in Q4 2021. 437 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

Masso Torrence Wealth Management held 7,522 shares of FT Vest Fund of Buffer ETFs worth $251K as of Q3 2025.
Masso Torrence Wealth Management bought 175 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $5.71K.
FT Vest Fund of Buffer ETFs made up 0.1% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #94 holding.
Masso Torrence Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q4 2021 and has held it in 16 quarters since.
Masso Torrence Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $4.82M in Q4 2021.
437 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.