OWA
BUFR icon

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

ORBA Wealth 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
2025
Q2 		– Sell
-7,200
Closed -$214K – 79
2025
Q1 		$214K Buy
+7,200
New +$220K 0.11% 100

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 $71.6B AUM 21.08% 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

ORBA Wealth Advisors's BUFR Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q2 2025, closing a stake of 7,200 shares — an estimated $214K sold.

ORBA Wealth Advisors first reported a position in BUFR in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 438 funds tracked by Wall St. Rank hold BUFR as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining FT Vest Fund of Buffer ETFs position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 7,200 FT Vest Fund of Buffer ETFs shares in Q2 2025, an estimated $214K.
  • ORBA Wealth Advisors first reported a position in FT Vest Fund of Buffer ETFs in Q1 2025 and held it in 1 quarter.
  • ORBA Wealth Advisors's FT Vest Fund of Buffer ETFs position peaked at $214K in Q1 2025.
  • 438 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.