Northwestern Mutual Wealth Management
BUFR icon

Northwestern Mutual Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Northwestern Mutual Wealth Management’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 		$244K Buy
7,216
+3,299
+84% +$113K ﹤0.01% 1817
2025
Q4 		$134K Buy
3,917
+1,597
+69% +$53.9K ﹤0.01% 2018
2025
Q3 		$77.5K Sell
2,320
-770
-25% -$25.1K ﹤0.01% 2153
2025
Q2 		$98.3K Buy
+3,090
New +$93K ﹤0.01% 2000
2025
Q1 		– Sell
-186
Closed -$5.67K – 3689
2024
Q4 		$5.67K Sell
186
-361
-66% -$10.9K ﹤0.01% 2914
2024
Q3 		$16.4K Buy
547
+439
+406% +$12.8K ﹤0.01% 2533
2024
Q2 		$3.12K Buy
108
+55
+104% +$1.55K ﹤0.01% 2994
2024
Q1 		$1.48K Buy
+53
New +$1.44K ﹤0.01% 3112
2023
Q4 		– Sell
-1,245
Closed -$30.5K – 3492
2023
Q3 		$30.5K Buy
+1,245
New +$31.3K ﹤0.01% 2158
2023
Q2 		– Sell
-43
Closed -$1.01K – 3369
2023
Q1 		$1.01K Hold
43
– – ﹤0.01% 3027
2022
Q4 		$955 Hold
43
– – ﹤0.01% 3048
2022
Q3 		$1K Buy
+43
New +$956 ﹤0.01% 2957
2022
Q2 		– Sell
-890
Closed -$21K – 3190
2022
Q1 		$21K Buy
+890
New +$20.8K ﹤0.01% 2289

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Commonwealth Equity Services
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Envestnet Asset Management
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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