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

Morling Financial Advisors’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 		– Sell
-700
Closed -$24K – 109
2025
Q4 		$24K Buy
+700
New +$23.6K 0.01% 92

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Cetera Investment Advisers
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morling Financial Advisors's BUFR Position: Q1 2026 in Review

Morling Financial Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2026, closing a stake of 700 shares — an estimated $24K sold.

Morling Financial Advisors first reported a position in BUFR in Q4 2025 and held it in 1 quarter. The position peaked at $24K in Q4 2025. 508 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Morling Financial Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2026 after selling out during the quarter.
  • Morling Financial Advisors sold 700 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $24K.
  • Morling Financial Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2025 and held it in 1 quarter.
  • Morling Financial Advisors's FT Vest Fund of Buffer ETFs position peaked at $24K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.