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Naviter Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Naviter Wealth’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
2025
Q2 		– Sell
-288,051
Closed -$8.51M – 277
2025
Q1 		$8.51M Buy
288,051
+18,411
+7% +$563K 1.03% 18
2024
Q4 		$8.22M Buy
269,640
+5,388
+2% +$163K 0.99% 19
2024
Q3 		$7.9M Buy
264,252
+18,687
+8% +$546K 1.1% 16
2024
Q2 		$7.1M Buy
245,565
+12,833
+6% +$362K 1.06% 19
2024
Q1 		$6.51M Buy
+232,732
New +$6.34M 1.06% 19

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $377B 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 $79.5B AUM 27.1% 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
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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Naviter Wealth's BUFR Position: Q2 2025 in Review

Naviter Wealth sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025, closing a stake of 288,051 shares — an estimated $8.51M sold.

Naviter Wealth first reported a position in BUFR in Q1 2024 and held it in 5 quarters. The position peaked at $8.51M in Q1 2025. 438 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

  • Naviter Wealth reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 288,051 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $8.51M.
  • Naviter Wealth first reported a position in FT Vest Fund of Buffer ETFs in Q1 2024 and held it in 5 quarters.
  • Naviter Wealth's FT Vest Fund of Buffer ETFs position peaked at $8.51M in Q1 2025.
  • 438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.