Navalign LLC
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
Q3 		$3.52M Buy
93,817
+17,209
+22% +$639K 0.8% 22
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 $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Macro Advisors
Macro Advisors York, Pennsylvania $325M AUM

Navalign LLC's BUFR Position: Q3 2026 in Review

Navalign LLC increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 22% in Q3 2026, buying an estimated $639K and bringing the position to 93,817 shares worth $3.52M. The position accounts for 0.8% of the portfolio, ranked #22.

Navalign LLC first reported a position in BUFR in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.46M in Q4 2025. 400 funds tracked by Wall St. Rank hold BUFR as of Q3 2026.

  • Navalign LLC held 93,817 shares of FT Vest Fund of Buffer ETFs worth $3.52M as of Q3 2026.
  • Navalign LLC bought 17,209 FT Vest Fund of Buffer ETFs shares in Q3 2026, an estimated $639K.
  • FT Vest Fund of Buffer ETFs made up 0.8% of Navalign LLC's portfolio in Q3 2026, its #22 holding.
  • Navalign LLC first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 16 quarters since.
  • Navalign LLC's FT Vest Fund of Buffer ETFs position peaked at $4.46M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.