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OneDigital Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

OneDigital Investment Advisors’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 		$3.63M Buy
107,564
+2,624
+3% +$90.1K 0.04% 338
2025
Q4 		$3.6M Sell
104,940
-6,541
-6% -$221K 0.04% 333
2025
Q3 		$3.73M Buy
111,481
+4,232
+4% +$138K 0.04% 301
2025
Q2 		$3.41M Buy
107,249
+6,826
+7% +$205K 0.04% 301
2025
Q1 		$2.98M Sell
100,423
-129,111
-56% -$3.95M 0.04% 313
2024
Q4 		$6.99M Sell
229,534
-16,693
-7% -$506K 0.08% 194
2024
Q3 		$7.36M Buy
246,227
+8,241
+3% +$241K 0.08% 187
2024
Q2 		$6.88M Buy
237,986
+14,264
+6% +$402K 0.09% 185
2024
Q1 		$6.26M Buy
223,722
+10,648
+5% +$290K 0.1% 172
2023
Q4 		$5.66M Buy
213,074
+27,726
+15% +$701K 0.1% 172
2023
Q3 		$4.54M Sell
185,348
-26,561
-13% -$667K 0.1% 162
2023
Q2 		$5.31M Sell
211,909
-8,930
-4% -$214K 0.12% 141
2023
Q1 		$5.18M Sell
220,839
-13,167
-6% -$302K 0.12% 140
2022
Q4 		$5.2M Buy
234,006
+7,821
+3% +$172K 0.15% 127
2022
Q3 		$4.71M Buy
226,185
+6,705
+3% +$149K 0.17% 93
2022
Q2 		$4.71M Buy
219,480
+4,115
+2% +$92.1K 0.2% 75
2022
Q1 		$5.12M Buy
215,365
+24,438
+13% +$572K 0.19% 76
2021
Q4 		$4.59M Buy
190,927
+13,396
+8% +$316K 0.16% 82
2021
Q3 		$4.07M Sell
177,531
-3,510
-2% -$81.2K 0.16% 85
2021
Q2 		$4.15M Buy
181,041
+20,478
+13% +$463K 0.17% 81
2021
Q1 		$3.55M Buy
160,563
+144,290
+887% +$3.14M 0.17% 88
2020
Q4 		$350K Buy
+16,273
New +$339K 0.02% 444

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
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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OneDigital Investment Advisors's BUFR Position: Q1 2026 in Review

OneDigital Investment Advisors increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 2.5% in Q1 2026, buying an estimated $90.1K and bringing the position to 107,564 shares worth $3.63M. The position accounts for 0.04% of the portfolio, ranked #338.

OneDigital Investment Advisors first reported a position in BUFR in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.36M in Q3 2024. 502 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • OneDigital Investment Advisors held 107,564 shares of FT Vest Fund of Buffer ETFs worth $3.63M as of Q1 2026.
  • OneDigital Investment Advisors bought 2,624 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $90.1K.
  • FT Vest Fund of Buffer ETFs made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #338 holding.
  • OneDigital Investment Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q4 2020 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's FT Vest Fund of Buffer ETFs position peaked at $7.36M in Q3 2024.
  • 502 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.