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

Pitti Group Wealth Management’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 Q3	–	Sell	-7,703	Closed	-$245K	–	76
2025 Q2	$245K	Buy	7,703 +34	+0.4%	+$1.02K	0.21%	69
2025 Q1	$228K	Sell	7,669 -50,604	-87%	-$1.55M	0.23%	66
2024 Q4	$1.78M	Sell	58,273 -356,466	-86%	-$10.8M	1.8%	17
2024 Q3	$11M	Hold	414,739	–	–	11.99%	1
2024 Q2	$11M	Sell	414,739 -64	-0%	-$1.81K	11.99%	1
2024 Q1	$11.6M	Buy	414,803 +64	+0%	+$1.74K	12.93%	1
2023 Q4	$11M	Buy	414,739 +132,695	+47%	+$3.35M	11.99%	1
2023 Q3	$6.91M	Buy	282,044 +9,896	+4%	+$249K	7.9%	3
2023 Q2	$6.81M	Buy	272,148 +72,952	+37%	+$1.75M	7.63%	3
2023 Q1	$4.68M	Sell	199,196 -1,302	-0.6%	-$29.9K	5.22%	4
2022 Q4	$4.45M	Buy	200,498 +7,258	+4%	+$160K	5.31%	4
2022 Q3	$4.03M	Buy	+193,240	New	+$4.3M	5.56%	4

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Pitti Group Wealth Management's BUFR Position: Q3 2025 in Review

Pitti Group Wealth Management sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q3 2025, closing a stake of 7,703 shares — an estimated $245K sold.

Pitti Group Wealth Management first reported a position in BUFR in Q3 2022 and held it in 12 quarters. The position peaked at $11.6M in Q1 2024. 437 funds tracked by Wall St. Rank hold BUFR as of Q3 2025.

Pitti Group Wealth Management reported no remaining FT Vest Fund of Buffer ETFs position as of Q3 2025 after selling out during the quarter.
Pitti Group Wealth Management sold 7,703 FT Vest Fund of Buffer ETFs shares in Q3 2025, an estimated $245K.
Pitti Group Wealth Management first reported a position in FT Vest Fund of Buffer ETFs in Q3 2022 and held it in 12 quarters.
Pitti Group Wealth Management's FT Vest Fund of Buffer ETFs position peaked at $11.6M in Q1 2024.
437 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q3 2025.

Based on Pitti Group Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.