Moneta Group Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-29,054
Closed -$995K – 816
2025
Q4
$995K Buy
+29,054
New +$981K 0.01% 363

Other funds holding BUFR

Moneta Group Investment Advisors's BUFR Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 29,054 shares — an estimated $995K sold.

Moneta Group Investment Advisors first reported a position in BUFR in Q4 2025 and held it in 1 quarter. The position peaked at $995K in Q4 2025. 508 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 29,054 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $995K.
  • Moneta Group Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $995K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.