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Northeast Planning Associates NH’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Northeast Planning Associates NH’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
Q4 		– Sell
-95,575
Closed -$3.19M – 56
2025
Q3 		$3.19M Buy
95,575
+27,394
+40% +$894K 2.71% 8
2025
Q2 		$2.17M Buy
68,181
+1,213
+2% +$36.5K 2% 17
2025
Q1 		$1.99M Buy
+66,968
New +$2.05M 1.65% 17

Other funds holding BUFR

LPL Financial
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Northeast Planning Associates NH's BUFR Position: Q4 2025 in Review

Northeast Planning Associates NH sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2025, closing a stake of 95,575 shares — an estimated $3.19M sold.

Northeast Planning Associates NH first reported a position in BUFR in Q1 2025 and held it in 3 quarters. The position peaked at $3.19M in Q3 2025. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

  • Northeast Planning Associates NH reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 95,575 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $3.19M.
  • Northeast Planning Associates NH first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and held it in 3 quarters.
  • Northeast Planning Associates NH's FT Vest Fund of Buffer ETFs position peaked at $3.19M in Q3 2025.
  • 500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on Northeast Planning Associates NH's 13F filing for Q4 2025, filed 4 Feb 2026.