OL
BUFR icon

Owen LaRue’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Owen LaRue’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 		– Sell
-15,500
Closed -$472K – 97
2024
Q4 		$472K Buy
15,500
+1,500
+11% +$45.5K 0.25% 62
2024
Q3 		$418K Sell
14,000
-4,000
-22% -$117K 0.22% 68
2024
Q2 		$521K Buy
+18,000
New +$508K 0.32% 56

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Owen LaRue's BUFR Position: Q1 2025 in Review

Owen LaRue sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2025, closing a stake of 15,500 shares — an estimated $472K sold.

Owen LaRue first reported a position in BUFR in Q2 2024 and held it in 3 quarters. The position peaked at $521K in Q2 2024. 434 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

  • Owen LaRue reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2025 after selling out during the quarter.
  • Owen LaRue sold 15,500 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $472K.
  • Owen LaRue first reported a position in FT Vest Fund of Buffer ETFs in Q2 2024 and held it in 3 quarters.
  • Owen LaRue's FT Vest Fund of Buffer ETFs position peaked at $521K in Q2 2024.
  • 434 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

Based on Owen LaRue's 13F filing for Q1 2025, filed 12 May 2025.