Philip James Wealth Mangement’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Philip James Wealth Mangement’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 Q4	–	Sell	-6,333	Closed	-$212K	–	171
2025 Q3	$212K	Sell	6,333 -5,846	-48%	-$191K	0.02%	173
2025 Q2	$387K	Sell	12,179 -156	-1%	-$4.7K	0.05%	122
2025 Q1	$366K	Sell	12,335 -6,222	-34%	-$190K	0.04%	120
2024 Q4	$565K	Sell	18,557 -135,112	-88%	-$4.1M	0.07%	102
2024 Q3	$4.59M	Buy	153,669 +2,902	+2%	+$84.8K	0.56%	44
2024 Q2	$4.36M	Sell	150,767 -59,073	-28%	-$1.67M	2.9%	11
2024 Q1	$5.87M	Buy	209,840 +11,376	+6%	+$310K	4.16%	8
2023 Q4	$5.27M	Buy	+198,464	New	+$5.02M	4.08%	8

Other funds holding BUFR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Philip James Wealth Mangement's BUFR Position: Q4 2025 in Review

Philip James Wealth Mangement sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q4 2025, closing a stake of 6,333 shares — an estimated $212K sold.

Philip James Wealth Mangement first reported a position in BUFR in Q4 2023 and held it in 8 quarters. The position peaked at $5.87M in Q1 2024. 500 funds tracked by Wall St. Rank hold BUFR as of Q4 2025.

Philip James Wealth Mangement reported no remaining FT Vest Fund of Buffer ETFs position as of Q4 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 6,333 FT Vest Fund of Buffer ETFs shares in Q4 2025, an estimated $212K.
Philip James Wealth Mangement first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 8 quarters.
Philip James Wealth Mangement's FT Vest Fund of Buffer ETFs position peaked at $5.87M in Q1 2024.
500 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2025.

Based on Philip James Wealth Mangement's 13F filing for Q4 2025, filed 20 Jan 2026.