MFG
BUFR icon

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

Merit Financial Group’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 		$6.28M Buy
186,046
+2,206
+1% +$75.7K 0.05% 334
2025
Q4 		$6.3M Buy
183,840
+98,034
+114% +$3.31M 0.05% 302
2025
Q3 		$2.87M Buy
85,806
+22,544
+36% +$735K 0.03% 454
2025
Q2 		$2.01M Sell
63,262
-5,827
-8% -$175K 0.02% 520
2025
Q1 		$2.05M Buy
69,089
+20,586
+42% +$629K 0.03% 413
2024
Q4 		$1.48M Buy
48,503
+5,363
+12% +$163K 0.03% 415
2024
Q3 		$1.29M Sell
43,140
-6,601
-13% -$193K 0.03% 357
2024
Q2 		$1.44M Sell
49,741
-244
-0.5% -$6.88K 0.03% 333
2024
Q1 		$1.4M Buy
49,985
+16,077
+47% +$438K 0.03% 331
2023
Q4 		$901K Buy
33,908
+23,065
+213% +$583K 0.03% 340
2023
Q3 		$266K Buy
+10,843
New +$272K 0.01% 622

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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