PWMAG
BUFR icon

Pinnacle Wealth Management Advisory Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$2.39M Hold
70,745
– – 0.16% 108
2025
Q4 		$2.42M Buy
70,745
+9,560
+16% +$323K 0.17% 102
2025
Q3 		$2.04M Sell
61,185
-2,400
-4% -$78.3K 0.15% 103
2025
Q2 		$2.02M Buy
63,585
+1,340
+2% +$40.3K 0.17% 101
2025
Q1 		$1.85M Buy
62,245
+3,335
+6% +$102K 0.17% 99
2024
Q4 		$1.79M Buy
58,910
+20,310
+53% +$616K 0.17% 96
2024
Q3 		$1.15M Buy
38,600
+11,800
+44% +$345K 0.11% 124
2024
Q2 		$775K Sell
26,800
-450
-2% -$12.7K 0.08% 146
2024
Q1 		$762K Buy
27,250
+1,250
+5% +$34.1K 0.08% 147
2023
Q4 		$691K Buy
+26,000
New +$657K 0.08% 149

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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