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Prime Capital Investment Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Prime Capital Investment Advisors’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 		$18.5M Buy
547,760
+518,700
+1,785% +$17.8M 0.21% 93
2025
Q4 		$996K Buy
29,060
+5,468
+23% +$185K 0.01% 495
2025
Q3 		$788K Buy
23,592
+6,165
+35% +$201K 0.01% 532
2025
Q2 		$554K Sell
17,427
-5,244
-23% -$158K 0.01% 584
2025
Q1 		$673K Buy
22,671
+2,293
+11% +$70.1K 0.01% 586
2024
Q4 		$621K Hold
20,378
– – 0.01% 525
2024
Q3 		$609K Sell
20,378
-375
-2% -$11K 0.01% 539
2024
Q2 		$600K Buy
20,753
+635
+3% +$17.9K 0.01% 537
2024
Q1 		$562K Buy
20,118
+15
+0.1% +$409 0.01% 591
2023
Q4 		$534K Sell
20,103
-1,350
-6% -$34.1K 0.01% 559
2023
Q3 		$525K Sell
21,453
-850
-4% -$21.4K 0.01% 462
2023
Q2 		$558K Buy
22,303
+13,486
+153% +$323K 0.01% 456
2023
Q1 		$207K Sell
8,817
-17,237
-66% -$395K 0.01% 506
2022
Q4 		$579K Buy
+26,054
New +$574K 0.02% 309

Other funds holding BUFR

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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