Morgan Stanley
BUFR icon

Morgan Stanley’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Morgan Stanley’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 		$185M Buy
5,487,830
+2,032,173
+59% +$69.8M 0.01% 999
2025
Q4 		$118M Buy
3,455,657
+2,560,580
+286% +$86.5M 0.01% 1300
2025
Q3 		$29.9M Buy
895,077
+854,042
+2,081% +$27.9M ﹤0.01% 2489
2025
Q2 		$1.3M Buy
41,035
+13,164
+47% +$396K ﹤0.01% 4972
2025
Q1 		$827K Buy
27,871
+2,034
+8% +$62.2K ﹤0.01% 5096
2024
Q4 		$787K Buy
25,837
+684
+3% +$20.7K ﹤0.01% 5211
2024
Q3 		$752K Buy
25,153
+5,060
+25% +$148K ﹤0.01% 5205
2024
Q2 		$581K Buy
20,093
+5,901
+42% +$166K ﹤0.01% 5226
2024
Q1 		$397K Sell
14,192
-11,472
-45% -$313K ﹤0.01% 5414
2023
Q4 		$682K Buy
25,664
+15,087
+143% +$381K ﹤0.01% 5484
2023
Q3 		$259K Sell
10,577
-373
-3% -$9.37K ﹤0.01% 5464
2023
Q2 		$274K Buy
10,950
+551
+5% +$13.2K ﹤0.01% 5505
2023
Q1 		$244K Buy
10,399
+10,239
+6,399% +$235K ﹤0.01% 5621
2022
Q4 		$3.55K Hold
160
– – ﹤0.01% 7238
2022
Q3 		$3K Hold
160
– – ﹤0.01% 7368
2022
Q2 		$3K Buy
+160
New +$3.58K ﹤0.01% 7500

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
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