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Navalign LLC’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Navalign LLC’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
Q2 		$2.8M Buy
76,608
+11,249
+17% +$403K 0.65% 25
2026
Q1 		$2.21M Sell
65,359
-64,883
-50% -$2.23M 0.56% 27
2025
Q4 		$4.46M Buy
130,242
+20,465
+19% +$691K 1.1% 20
2025
Q3 		$3.67M Buy
109,777
+14,899
+16% +$486K 0.97% 19
2025
Q2 		$3.02M Buy
94,878
+21,923
+30% +$660K 0.83% 20
2025
Q1 		$2.17M Buy
72,955
+27,261
+60% +$833K 0.62% 26
2024
Q4 		$1.39M Sell
45,694
-101,892
-69% -$3.09M 0.41% 42
2024
Q3 		$4.41M Buy
147,586
+9,089
+7% +$266K 1.3% 17
2024
Q2 		$4.01M Buy
138,497
+37,887
+38% +$1.07M 1.26% 17
2024
Q1 		$2.81M Buy
100,610
+34,747
+53% +$947K 0.93% 20
2023
Q4 		$1.75M Sell
65,863
-30,839
-32% -$779K 0.61% 27
2023
Q3 		$2.37M Buy
96,702
+6,857
+8% +$172K 0.9% 21
2023
Q2 		$2.25M Buy
89,845
+9,327
+12% +$223K 0.9% 17
2023
Q1 		$1.89M Buy
80,518
+10,955
+16% +$251K 0.79% 20
2022
Q4 		$1.54M Buy
+69,563
New +$1.53M 0.64% 27

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Navalign LLC's BUFR Position: Q2 2026 in Review

Navalign LLC increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 17% in Q2 2026, buying an estimated $403K and bringing the position to 76,608 shares worth $2.8M. The position accounts for 0.65% of the portfolio, ranked #25.

Navalign LLC first reported a position in BUFR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.46M in Q4 2025. 539 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

  • Navalign LLC held 76,608 shares of FT Vest Fund of Buffer ETFs worth $2.8M as of Q2 2026.
  • Navalign LLC bought 11,249 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $403K.
  • FT Vest Fund of Buffer ETFs made up 0.65% of Navalign LLC's portfolio in Q2 2026, its #25 holding.
  • Navalign LLC first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 15 quarters since.
  • Navalign LLC's FT Vest Fund of Buffer ETFs position peaked at $4.46M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.