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Orion Portfolio Solutions’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.11M Buy
70,932
+18,904
+36% +$578K 0.02% 677
2024
Q4 		$1.59M Sell
52,028
-66,150
-56% -$2.01M 0.02% 809
2024
Q3 		$3.53M Buy
118,178
+1,196
+1% +$35K 0.04% 436
2024
Q2 		$3.38M Buy
116,982
+1,080
+0.9% +$30.5K 0.04% 424
2024
Q1 		$3.24M Sell
115,902
-6,004
-5% -$164K 0.03% 448
2023
Q4 		$3.24M Buy
+121,906
New +$3.08M 0.04% 428

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Orion Portfolio Solutions's BUFR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 36% in Q1 2025, buying an estimated $578K and bringing the position to 70,932 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #677.

Orion Portfolio Solutions first reported a position in BUFR in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.53M in Q3 2024. 432 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

  • Orion Portfolio Solutions held 70,932 shares of FT Vest Fund of Buffer ETFs worth $2.11M as of Q1 2025.
  • Orion Portfolio Solutions bought 18,904 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $578K.
  • FT Vest Fund of Buffer ETFs made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #677 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's FT Vest Fund of Buffer ETFs position peaked at $3.53M in Q3 2024.
  • 432 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.