PAS
BUFR icon

Park Avenue Securities’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Park Avenue Securities’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 		$2.65M Sell
78,433
-18,773
-19% -$645K 0.02% 468
2025
Q4 		$3.33M Buy
97,206
+1,523
+2% +$51.4K 0.03% 391
2025
Q3 		$3.2M Buy
95,683
+7,420
+8% +$242K 0.03% 430
2025
Q2 		$2.81M Buy
88,263
+18,373
+26% +$553K 0.03% 419
2025
Q1 		$2.08M Buy
69,890
+27,670
+66% +$846K 0.03% 388
2024
Q4 		$1.29M Sell
42,220
-3,552
-8% -$108K 0.01% 645
2024
Q3 		$1.37M Buy
45,772
+4,916
+12% +$144K 0.02% 553
2024
Q2 		$1.18M Buy
+40,856
New +$1.15M 0.01% 596

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Commonwealth Equity Services
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Envestnet Asset Management
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Osaic Holdings
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Raymond James Financial
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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