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BUFR icon

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
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 $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