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Private Portfolio Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$413K Buy
13,541
+3,049
+29% +$92.5K 0.08% 193
2024
Q3 		$314K Buy
10,492
+2,107
+25% +$61.6K 0.06% 221
2024
Q2 		$242K Buy
8,385
+200
+2% +$5.64K 0.2% 76
2024
Q1 		$229K Sell
8,185
-156
-2% -$4.25K 0.05% 252
2023
Q4 		$222K Sell
8,341
-395
-5% -$9.98K 0.05% 241
2023
Q3 		$214K Buy
+8,736
New +$220K 0.06% 239

Other funds holding BUFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Private Portfolio Partners's BUFR Position: Q4 2024 in Review

Private Portfolio Partners increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 29% in Q4 2024, buying an estimated $92.5K and bringing the position to 13,541 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #193.

Private Portfolio Partners first reported a position in BUFR in Q3 2023 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold BUFR as of Q4 2024.

  • Private Portfolio Partners held 13,541 shares of FT Vest Fund of Buffer ETFs worth $413K as of Q4 2024.
  • Private Portfolio Partners bought 3,049 FT Vest Fund of Buffer ETFs shares in Q4 2024, an estimated $92.5K.
  • FT Vest Fund of Buffer ETFs made up 0.08% of Private Portfolio Partners's portfolio in Q4 2024, its #193 holding.
  • Private Portfolio Partners first reported a position in FT Vest Fund of Buffer ETFs in Q3 2023 and has held it in 6 quarters since.
  • 417 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.