POM Investment Strategies’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

POM Investment Strategies’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	-427,744	Closed	-$13M	–	235
2024 Q4	$13M	Buy	427,744 +8,620	+2%	+$261K	9.82%	1
2024 Q3	$12.5M	Buy	419,124 +1,558	+0.4%	+$45.5K	9.78%	1
2024 Q2	$12.1M	Sell	417,566 -13,397	-3%	-$378K	9.66%	4
2024 Q1	$12M	Buy	430,963 +26,425	+7%	+$720K	9.86%	4
2023 Q4	$10.7M	Buy	+404,538	New	+$10.2M	9.86%	5

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

POM Investment Strategies's BUFR Position: Q1 2025 in Review

POM Investment Strategies sold out of FT Vest Fund of Buffer ETFs (BUFR) in Q1 2025, closing a stake of 427,744 shares — an estimated $13M sold.

POM Investment Strategies first reported a position in BUFR in Q4 2023 and held it in 5 quarters. The position peaked at $13M in Q4 2024. 432 funds tracked by Wall St. Rank hold BUFR as of Q1 2025.

POM Investment Strategies reported no remaining FT Vest Fund of Buffer ETFs position as of Q1 2025 after selling out during the quarter.
POM Investment Strategies sold 427,744 FT Vest Fund of Buffer ETFs shares in Q1 2025, an estimated $13M.
POM Investment Strategies first reported a position in FT Vest Fund of Buffer ETFs in Q4 2023 and held it in 5 quarters.
POM Investment Strategies's FT Vest Fund of Buffer ETFs position peaked at $13M in Q4 2024.
432 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.